Trusts

We'll give you the advise you need on all matters associated with both the creation and the ongoing management of Trusts.

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TRUSTS & ESTATE PLANNING

WHAT ARE THE BENEFITS OF SETTING UP A TRUST?

Trusts can provide the facility to move wealth between generations and can also to help mitigate taxes.

They can offer significant asset protection opportunities, enabling you to retain a much greater degree of control over your wealth, than outright gifts. They can also be a useful vehicle to help educate future generations about managing the family wealth.

WHY CPW?

We have lots of experience in dealing with Trusts and their complexities. Our highly experienced team are able to offer assistance and advice throughout the setup, as well as the ongoing administration and investment of Trust funds.

Different Trusts are subject to certain taxes from income tax, capital gains tax and inheritance tax.

We’re able to help you to decide on the best type of Trust to suit your requirements as well as the tax treatment of that Trust.

We can also review the investments held within your existing Trust to advise if they are suitable for the beneficiaries needs.

Our Trust Service is suitable for anyone looking to set up a Trust, or someone who has an existing Trust and would benefit from a review and ongoing management.

To get a more detailed picture of what a Trust is, how they can benefit you, trustee duties and associated costs, check out our guide to Trusts.

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HOW CAN WE HELP?

Pension Planning Investments Life Assurance School Fees Planning Long Term Care Planning Inheritance Tax Planning Minimising Tax Liabilities Philanthropy

LIFE STAGES WE SUPPORT WITH

Looking for wealth management support through all your key life stages and events?

Cooper Parry Wealth can be your sounding board. We’ll give you complete peace of mind about your personal finances, an award-winning team of experts in your corner, and more time to do the things you love.

If you’re going through any of these stages in life, we’ve got specialists on hand to support you.