Lifetime Discretionary Trusts
We provide a service for the creation and administration of lifetime discretionary trusts.
Frequently done in conjunction with making a Will, or inheritance tax planning, a lifetime discretionary trust has assets to be placed in to the names of Trustees who then administer it for the benefit of those named.
Often this assists in connection with inheritance tax planning and providing your estate is large enough, can be a very useful tool in mitigating inheritance tax.
We can advise on the names of Trustees, provide a Trustee service and administration on your behalf. Please contact Jonathan Parnall, Deborah Adams or Ann Bogle, or for email click on their names.
Frequently done in conjunction with making a Will, or inheritance tax planning, a lifetime discretionary trust has assets to be placed in to the names of Trustees who then administer it for the benefit of those named.
Often this assists in connection with inheritance tax planning and providing your estate is large enough, can be a very useful tool in mitigating inheritance tax.
We can advise on the names of Trustees, provide a Trustee service and administration on your behalf. Please contact Jonathan Parnall, Deborah Adams or Ann Bogle, or for email click on their names.