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Trusts

estate-planning

Trusts are a separate legal entity and are a useful vehicle for holding assets outside of your estate.

They are primarily used for Inheritance Tax Planning and when you wish to leave assets behind for children or disabled individuals who would not be able to manage the assets for themselves.

There are different types of trusts available, each with their own benefits and tax treatment.

This is a complex area of financial planning and Bankfield has suitably qualified and experienced Independent Financial Advisers who can ensure that the right solutions are put in place for your individual circumstances.

Call us now on 0116 253 5600 or complete the enquiry form to speak to a qualified adviser in confidence and with no obligation.

Trusts and Taxation planning are not regulated by the Financial Conduct Authority.