*Covid-19 Update*

As things slowly start to return to normal, our office will now be staffed between the hours of 10am and 3pm Monday to Friday.

Any enquiries that you have should therefore be directed to our office number, 01387 257272, or our main email address info@braidwoods.com.

While we will endeavour to deal with every enquiry as quickly as possible please bear with us as we do not yet have all staff members back.  

In the interest of the safety of our staff, their families and the wider community our office door still remains locked at this time and we are not having meetings of any kind in the office.

Best wishes from all at Braidwoods.

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TEL: 01387 257 272
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Trusts

Family Trusts

Although it may seem an old fashioned idea to have a Trust, Trusts can be very useful to clients, not only in the context of planning for taxation but also to create flexibility and protection for beneficiaries.

 

What you need to know

Trusts can be established while alive and for a relatively wealthy older client the advantage of setting up a Trust during lifetime can be a retention of a degree of control over the asset or assets while seeking to make provision for possibly grandchildren or favoured charities.

Trusts are also potentially appropriate where there are disabled beneficiaries and such Trusts under the Finance Act of 2006 benefit from special treatment for taxation purposes.

We are happy to advise clients who have an interest in establishing a Trust either during their lifetime or after death. The latter type of Trust is created through the Will.

 

Here to Help

Please get in touch for further information.

 
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