Lifetime Trusts & Will Trusts

Trusts can provide a very tax efficient way to set aside assets for future beneficiaries outside the inheritance tax net. Trusts are also set up to ensure assets pass to named beneficiaries, with no risk they will pass to unintended beneficiaries, and to protect wealth from divorce claims. Frequently a trust is included in a Will where the testator wishes to specify what should happen to his estate following the death of his spouse or partner. This is of particular concern where the testator has children from a previous marriage. We can advise on the most suitable type of trust for your purposes, set up your trust, and provide a full range of accounting, taxation and investment services for your trust.

We can also advise you on the appointment of appropriate trustees and we have the expertise and specialist knowledge to help you by acting as trustees or executors either alone or with a family member.

If you would like further information please contact us to arrange a free initial consultation to discuss your circumstances in private to see how we can help you. We can meet at any one of our five offices in Brighton, Chichester, Horsham & Worthing, or alternatively we can come to your home.

Philip Lansberry
Director of Private Client Services
Tel: 01403 253 282
Email: philiplansberry@spofforths.co.uk

 

Kai Lei Lee
Private Client Consultant
Tel: 01403 253 282
Email: kaileilee@spofforths.co.uk