JS. Trusts
At JS, we recognise that when it comes to having peace of mind about the future, one of the most important things is knowing that your loved ones are provided for, even after your death. By drawing on our specialist knowledge in this field and putting into place the foundations now for that provision, we can help provide you with the assurance you need whilst at the same time seeking to minimise future Inheritance Tax liabilities.
Trusts
When it comes to devising tax and estate planning strategies for family wealth, trusts have a key role to play.
Trusts can help to protect assets in a tax-efficient manner whilst enabling the intended beneficiaries to enjoy the benefits of that wealth over multiple generations.
In simplest terms, a trust is an arrangement whereby assets are held and managed by one party (the trustees) for the benefit of others (the beneficiaries).
Whether you're a trustee or a beneficiary, we can support you with all your trust requirements including:
- Advice on the establishment of trusts both in life and in your Will
- Advice on your rights and obligations under existing trust arrangements
- Referring you to a suitably qualified investment advisor to fulfill the trustees’ investment responsibilities
- Day-to-day administration
- Trust Tax Returns to report liability to Income Tax and Capital Gains Tax
- Financial accounts
- Ongoing advice to trustees and beneficiaries including Tax Planning advice
- Periodic Inheritance Tax compliance
- Acting as professional executors and/or trustees