Tax & Trusts
Attwaters has been advising on tax & trusts for over 100 years. Tax planning centres on the arrangements of your assets (such property, shares and savings) to maximise available tax reliefs now and in the long term. We look at every angle, from Inheritance Tax and Capital Gains Tax to Income Tax, in order to minimise your liabilities.
Establishing a trust is often the best way to govern the succession of assets and to reduce tax liabilities. A trust is a separate legal body that owns assets. The trust’s assets are invested and managed by its trustees (the managers of the trust) for the benefit of the trust’s beneficiaries.
Our specialists will advise you on the most appropriate form of trust for your requirements, taking into account your aims, your circumstances and the current tax laws. Once established, we can administer the trust on your behalf.
We also act as trustees, or, if you are named as a trustee, we will advise you on your powers and duties. And if there is a dispute between the beneficiaries of a trust and the trustees, or between the trustees themselves, whichever you represent, we can act on your behalf.
Trusts are also useful for managing large sums awarded as a result of personal injury or medical negligence claims. We have extensive experience of personal injury trusts.
Contact:
Andrew FlannaganDD 020 8498 6558 Email
Alastair LiddiardDD 020 8498 6575 Email
Lesley-Ann MayhewDD 020 8498 6559 Email
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