Inheritance Tax Planning

Similarly, in the event of the death of a client, any assets in trust will not be part of his or her estate and will therefore not be assessed for inheritance tax purposes.

Above all, the Trust is a very flexible device and the client is able to revise his or her wishes to the Trustees very simply and as often as they wish.

Discretionary trusts may hold any sort of assets and are often used in conjunction with underlying companies.