Trustees and protecting your wealth for the next and future generations
Trusts have always been an important part of financial planning. They can be used to pass wealth on in families, protect assets for current and future generations, help with succession planning in businesses, and in many cases can reduce the tax paid by you or your loved ones.
Being a trustee and looking after a trust can be a big commitment though. There are many responsibilities and duties, most bound in law, and for some, the thought of looking after property on behalf of someone else, can be a daunting prospect.
How we can help
We understand Trusts are a complex area. We’ve been working in this specialist field, helping and advising both professional and non-professional trustees for many years.
Our highly qualified and experienced planners understand the duties and responsibilities of trustees, and are able to give expert advice on trust tax planning, investment management and the passing of funds to the beneficiaries.
Whilst being a trustee can be complicated, we’re here to give you the support you need to be confident you are fulfilling the requirements of your role and working in the best interests of the trust beneficiaries.
Smith & Wardle Financial Planning is a trading name of Smith & Wardle Financial Consultants LLP (OC398850). Registered in England and Wales, our registered office address is Suite B, Gloverside, 23-25 Bury Mead Road, Hitchen SG5 1RT.
We are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 912090.
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Suite B, Gloverside
23-25 Bury Mead Road