Trusts

Place your trust in us to fulfill your wishes

Trusts can provide a practical and tax-efficient way of dealing with your assets, both during your lifetime and on your death.

When you create a trust, you place your money or property into the control of a third party, who will manage and control those assets for the benefit of others.

Perhaps you wish to pass wealth onto a child, but have concerns about their inability to handle money. Maybe you would like to reduce the amount of inheritance tax payable on your death. Or perhaps you would like to protect your assets into your old age.

At Albert Goodman, we have extensive experience of planning, setting up and managing trusts – both onshore and offshore. We navigate you through the complex rules surrounding trusts, and find a solution to suit your circumstances.

Albert Goodman Partner, Dave Robinson, is a member of the Society of Trust and Estate Practitioners (STEP). He is recognised for providing expert advice on how to comply with the often-complex law and tax rules surrounding trusts, estates and inheritance.

We help with:

• Estate planning: we help you organise you affairs to minimise the impact of Inheritance Tax on your estate
• Executorship: we act as your executor, to administer your legacy and ensure that your wishes are fulfilled
• Trusts advice: we advise you on all issues relating to trusts – including their establishment, management, taxation, accounting and audit
• Trustee service: we act as a trustee – taking responsibility for the management and oversight of a trust