Financial Planning

Financial Planning

A full financial planning service for those clients who wish to have the very best, technical and professional advice

Trust Planning

A trust is a way of managing assets (for example, money, investments, land or buildings) for people. Trusts involve:
  • The ‘settlor’
    The person who puts assets into a trust
  • The ‘trustee’
    The person who manages the trust
  • The ‘beneficiary’
    The person who benefits from the trust
Trusts are set up for a number of reasons, including:
  • To control and protect family assets
  • When someone is too young to handle their own affairs
  • When someone can’t handle their affairs because they are incapacitated
  • To pass on assets while still alive
  • To pass on assets on death (a ‘will trust’)
  • In some circumstances, to save tax.
At Mattioli Woods, we include trust planning as part of our clients’ overall financial plans when it is appropriate to their circumstances. In recent times, the use of trusts has been associated with aggressive tax planning, an area in which we would counsel our clients to avoid completely. We advise our clients to adopt strategies that involve well established trust planning which is deemed to be non-aggressive in the eyes of the HMRC, and only when their circumstances merit their use.

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