Trusts are an effective way of setting aside assets and providing for future generations and family members.
Our team can provide advice in respect of the most effective trusts in relation to your tax and estate planning. Whether putting money away for future education requirements or reducing the inheritance tax liability on your estate we can ensure that you take full advantage of the options available.
The Naylor Wintersgill team will take time to understand your specific circumstances, we can then advise on how your goals can best be achieved whilst giving you confidence that your duties and responsibilities are fulfilled
Ensuring estate affairs are handled efficiently upon the death of a loved one, we can act with sensitivity to assist beneficiaries and executors, relieving some of the burden at a difficult time.
From our experience, we know that our client’s requirements include protecting family members and charitable interests. By planning ahead we can ensure your assets are effectively managed and your objectives are met.