Preparation and Planning of Trusts

Establishing a Trust with Legacy will ensure that your children and grandchildren
will benefit because you have taken steps to protect your assets. This positive action on your behalf, supported by us, will also save you money that would have otherwise gone to the Inland Revenue.

Avoiding Inheritance Tax and maximising your estate, makes a Trust essential. Protect and pass on all that is possible without paying heavily in taxes for the privilege. Legacy considers the IOU Discretionary Trust integral as it enables you to capitalize upon IHT Tax exemptions, which could potentially benefit your surviving spouse. Additionally, it offers you great freedom and flexibility when it comes to the types of assets permitted into the Trust by the trustees. We value what you value and ensure that it is accounted for.

Legacy’s professional advisors can explain the benefits of, and provide you with a variety of Lifetime Trusts that are available to suit your particular needs. Trusts include, Discretionary Trusts, Accumulation and Maintenance Trusts and Interest in Possession Trusts.