As tax specialists, we find the most tax efficient way to help you achieve your goals
A trust is a means of holding money for designated individuals without giving immediate access to the fund.
The usual reasons for creating a trust are to protect beneficiaries from themselves or from third parties or to facilitate in making a gift at a time when the beneficiary is too young or immature to hold the gift himself.
Trusts are also used when disposing of assets for tax saving purposes without giving an immediate right to a beneficiary.
At Watson Thomas Solicitors, we have a team of Tax specialists who will be more than happy to meet with you and consider your personal circumstances and your objectives in order to advise you the most tax efficient way of achieving your goals.
*Covid-19 Update - 19th March 2020*
Our Private Client team are able to provide Wills and LPAs remotely. We can take your instructions over the telephone or via video conferencing. If you are in isolation, we can deliver the documents to your home for signing or we can email them to you to print and sign with careful guidance on how to do so. We are doing all that we can do offer our clients peace of mind at these difficult times.
If you need legal guidance and support on setting up a Trust, please call us at our Fleet Office on 01252 622422 or our Guildford Office on 01483 320114.