A lifetime trust is a smart way to keep your money and property safe while alive. You get to choose who benefits from it and how it is used. This is great for helping children and vulnerable family members or planning for the future. These trusts also protect your wealth from risks and can save you money on taxes. We help you pick the right trust and set it up to work exactly as you want.
Inheritance Tax can take a large chunk out of what you leave behind. With proper planning, we can help reduce this and ensure more of your estate goes to your family. We look at your whole financial picture, including income and capital gains tax, to create a plan that works best for you. Our goal is to protect your wealth and make it easier for your loved ones in the future.