Contact us
So you're ready to start the process with us?
What's next?
Step 1
Conversation
We will meet with you to discuss your individual needs. This first
stage is vital for us to really look at your current situation and what
we can do to help you plan your future.
Step 2
IHT Review
A full IHT review will take place, allowing peace of mind that you
know your current IHT exposure and how this can be mitigated
using trusts.
Step 3
Implementation
This is when we implement the trust planning. We will guide you
through every stage of this process, liaising with legal advisors to
ensure we have the desired outcome.
Step 4
Utilise
And now it’s time to use your trust! You will have our full advisory
support, and will answer any questions you have relating to your
trust and how you can use it.
Our trust process
The process isn’t complicated, when you work with our expert team. Through a collaborative and highly detailed approach we’ll establish a plan that takes into account all of your needs, current tax exposure and future intentions.
We will examine every area of your personal estate through an individual lens but also from a holistic perspective to give you the outcome you require in a tax efficient manner.
Lisa Wilson,
Partner
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Michelle Willson,
Private Client Director
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Sophie Mellor,
Private Client Manager
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Get in touch
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Your Trust resources
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Your Trust resources
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Asset title goes here
Lorem ipsum dolor sit amet, consectetur adipiscing elit. In malesuada ac elit a rhoncus. Aenean luctus id turpis et rutrum. Suspendisse potenti. Quisque finibus in augue vel rutrum.
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Lisa Wilson,
Partner
Lorem ipsum dolor sit amet, consectetur adipiscing elit. In malesuada ac elit a rhoncus. Aenean luctus id turpis et rutrum. Suspendisse potenti. Quisque finibus in augue vel rutrum.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. In malesuada ac elit a rhoncus.
Michelle Willson,
Private Client Director
Lorem ipsum dolor sit amet, consectetur adipiscing elit. In malesuada ac elit a rhoncus. Aenean luctus id turpis et rutrum. Suspendisse potenti. Quisque finibus in augue vel rutrum.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. In malesuada ac elit a rhoncus.
Sophie Mellor,
Private Client Manager
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Get in touch
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Our Trust process
Step 1
Conversation
We will meet with you to discuss your individual needs. This first stage is vital for us to really look at your current situation and what we can do to help you plan your future.
Step 2
Plan
Following the initial exploratory discussion, our expert team will put together a detailed review of your situation, looking at everything discussed in our initial conversation.
Step 3
Option exploration
We will examine all of the viable options with you and the tax benefits of each to ensure you are comfortable and happy with all of our plans.
Step 4
Setup
The final stage is where we implement the Trust. We will guide you through every stage of this process, liaising with legal advisors to ensure we have the desired outcome.
