Creating a trust to protect wealth

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Establishing a trust when selling a business

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Latest advice from our trust team

The role of trusts during a Corporate Finance transaction.

Lisa Wilson talks to James Kennedy from our Corporate Finance team about the effectiveness of trusts during a Corporate Finance transaction, which involved multiple shareholders with equally complex situations and opposing objectives from the transaction.

Creating a trust to protect wealth.

We worked with our clients to assist them in mitigating their IHT exposure whilst protecting their wealth.

Establishing a trust when selling a business.

Find out how we helped our client to reduce her tax burden when selling her business.

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Ready to take the next step?

Trusts offer a structure that protects your asset, allows you to retain control and evolves as the things that matter to you change. Amidst the backdrop of an ever-changing taxation landscape, they offer the flexibility that many individuals require.

We work with many clients with differing circumstances, however they all have one thing in common, they want to protect their wealth.

Find out more via the case studies below.

Client stories

Explore examples of how a trust has benefitted some of our clients.