Trusts are often thought of as only for the wealthy but they can provide a flexible tax planning tool that enables assets to be given away while you still retain some control over them. For example, you can choose to set up a trust during your lifetime or in a will or specify that income be paid to certain recipients while the capital ultimately goes to other people.
At MD Consulting, we will review your personal and business finances and circumstances and advise on the most efficient kind of trust to meet your requirements. We will also examine draft trust deeds to ensure the trust meets your needs and will result in the most beneficial tax advantages for you.
If you have any existing trusts, we can review these with a view to assessing their current tax efficiency and identifying opportunities to improve this.
To find out more about MD Consulting’s trusts and estates services in Buckinghamshire, or to arrange a free initial meeting to discuss how we can help you in more detail, please contact us.