Inheritance tax and trusts

As part of our comprehensive asset protection service, we can provide the highest quality inheritance tax and trust advice to you and your family, providing real peace of mind that your financial affairs are organised in the way you want them to be when you are no longer around.

Inheritance tax

Inheritance tax (IHT) is a significant worry for a growing number of people. With the rise in house prices the number of people affected by IHT has grown significantly.

We have many years’ experience in advising on tax-efficient UK wills and on Inheritance tax planning. Where individuals have offshore assets, we will co-ordinate with overseas lawyers to ensure that their UK will complements any existing offshore will or structuring arrangements they may have.

We can also advise on matters such as lump sum benefits payable under pension policies and setting up insurance policies written in trust.


Trusts can be used to organise your estate in a way that would most benefit you and your family and are particularly useful in IHT planning.

Although trusts are often associated only with the wealthy, they can be an effective financial tool for many people, in many different situations. In fact, it is thought that around 50 per cent of independent wealth globally is held in one form of trust or another.

Put simply, a trust is a legal entity that holds property or assets for the benefit of a specific person or group of people – or an organisation – known as the beneficiary or beneficiaries.

The person creating a trust is called the grantor, donor or settlor. The management or overseeing of the trust assts is carried out by a trustee (or trustees), who can be a financial professional, a relative or friend or a corporate body.

For more information, please contact us.