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Specialist trusts advice

Trusts can play an important role in ensuring your estate is passed to the right people at the right time and can also reduce your inheritance tax liability.

Finding the right trust to meet your needs

Trusts are a legal arrangement where you give cash, property or investments to someone else so they can look after them for the benefit of somebody else. For example, you could put your investments aside in a trust for your children or other dependents.

You will need to decide who will be responsible for looking after the assets (the trustees) and when the beneficiary (or beneficiaries) will receive the funds held within the trust.

There are different types of trust that can be set up according to what you intend to achieve, and the experienced team at George Square Financial Management can help you to establish the right trust to best meet your needs.

Trusts are a complex issue and we would always recommend you discuss this with your solicitor.

Get in touch

For specialist trusts advice talk to the independent financial advisers at George Square Financial Management. Call 0115 947 5545 or contact the team online here.

Get in touch

For further information on how George Square Financial Management can help you protect and build on your finances, please complete the enquiry form below.

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