Setting up a trust
Trusts protect assets, reduce IHT and provide for vulnerable beneficiaries. We advise on the right structure and draft the deed.
Common structures
Discretionary Trusts (flexible distribution), Life Interest Trusts (protect capital for children of an earlier marriage), Bare Trusts (for grandchildren), Disabled Person's Trusts (preserve means-tested benefits), and Loan Trusts / Discounted Gift Trusts for IHT planning.
Reporting & registration
We register trusts on HMRC's Trust Registration Service (TRS) within 90 days, file annual SA900 returns, and handle 10-year anniversary charges for relevant property trusts.
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