Tax Planning with Trusts

Our Private Wealth & Inheritance team will provide an overview of the different Trusts that may be available for those looking to tax plan effectively.

Often we are approached by clients to discuss their Tax planning, and they have been advised or made aware that using a Trust, either during their lifetime or in the Wil, can be a good solution. Whether this is the right solution for you will depend on your personal circumstances and what you are looking to achieve.

During this Webinar, we will consider the use and benefits of some of the most common types of Trusts, including:

• Life Interests Trusts in Wills
• Discretionary Trusts in Wills
• Lifetime Trusts

We will have a brief look at the taxation of these Trusts and consider whether they are appropriate in particular circumstances.