Trust Planning
Use trusts to protect assets, support your loved ones and reduce inheritance tax.
Trusts provide flexible and powerful solutions to help you achieve your financial and family goals while protecting your wealth for generations to come.
- Protect your assets and wealth
- Provide for your loved ones
- Reduce inheritance tax liabilities
- Maintain control and flexibility
Why use trusts as part of your estate plan?
Protect your family
Ensure assets are available for your loved ones when they need them most.
Reduce inheritance tax
Effective trust planning can legally reduce the amount of IHT payable.
Protect assets
Shield assets from potential creditors, relationship breakdown or future risk.
Maintain control
Choose how and when beneficiaries can benefit from the assets.
Plan for the future
Support future generations and charitable causes that matter to you.
Types of trusts we can help with
Discounted Gift Trusts
Potent lifetime gifts outside your estate while retaining some benefit.
Loan Trusts
Make loans to trusts to remove value from your estate for IHT purposes.
Flexible Reversionary Trusts
Retain an income for life with assets passing to beneficiaries later.
Discretionary Trusts
Provide flexibility for trustees to decide how and when beneficiaries benefit.
Interest in Possession Trusts
Provide income for a beneficiary, with capital passing later.
Bare Trusts
Simple trusts where assets are held for beneficiaries absolutely.
Life Interest Trusts
Provide income for life with assets passing to beneficiaries on the death.
Charitable Trusts
Support causes you care about and achieve tax advantages.
How We Work
Our straightforward process
Initial Consultation
We discuss your goals, family situation and financial circumstances.
Strategy & Recommendations
We design a tailored trust solution that meets your objectives.
Implementation
We prepare the trust documentation and guide you through the process.
Ongoing Support
We provide ongoing advice to ensure your trust continues to meet your needs.
What Our Clients Say
"Telmar took the time to understand our family circumstances and gave us clear, practical advice. We finally feel in control of our estate planning."
John & Mary Smith
Client
Frequently Asked Questions
Your Questions, Answered
Ready to Protect Your Future?
Book a consultation today and take the first step towards peace of mind for you and your family.