Preserving family wealth


Protecting, preserving or ultimately distributing wealth

As part of your Inheritance Tax planning, you may want to consider putting assets in trust – either during your lifetime or under the terms of your Will. Putting assets in trust – rather than making a direct gift to a beneficiary – can be a more flexible way of achieving your objectives. For example:

You might want assets that will pass to a child to be held on trust until they are older

You might want assets to eventually pass to your children, but to ensure that your spouse can benefit from them for the rest of his or her life