Trusts

Trusts can play a key part towards protecting your estate and often are combined with other methods to ensure as much of your estate as possible goes to your loved ones.

Simply put a 'Trust' holds assets outside of your estate so therefore these are not included in the IHT calculation.

Your beneficiaries can access these assets immediately following your death and can therefore use these to fund the IHT bill.

Trust law and the types of trusts can be daunting however Finsgate have a team of experts who can guide you through the options and show you how they can benefit you.