Areas of Advice
Trusts
Why you may need advice
Many people are unaware how the use of trusts can ensure not only their own financial security, but also the financial security of their family, other beneficiaries and even their business. For example:
- Putting a Life Policy in trust
The simple act of having your life assurance written using an appropriate trust can ensure that on your death not only will the right people receive payment from the policy, but they will receive it quickly, whether you have a will or not.
- The use of trusts in estate planning
Depending on your individual circumstances, by using trusts along with other elements of estate planning, it may be possible to reduce or eliminate your liability to Inheritance Tax
Exclusive Trust Advice
As Independent Financial Advisers Exclusive Asset Management has extensive experience in helping people effectively use trusts in all aspects of financial planning. With firms of accountants and solicitors available to us through our partner arrangements we can use specialists when this is required.
Contact us now to advise you about the possible use of trusts in your financial planning.
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