When it comes to protecting your family wealth, it’s important to have the experts by your side.
As a boutique provider of family trust and estate services, we work to protect your assets from tax and other social impacts, securing your wealth during your lifetime and for future generations.
You’ve worked hard to build your wealth, and by creating a will you can control how it is passed on. In conjunction with corresponding trusts, an appropriately drafted will can achieve a family framework and give you the confidence that your assets are protected from both taxes and social impacts.
Placing family assets into trust, both during your lifetime and through your will, has significant benefits in the protection of your assets and can give you control over their long-term distribution. A family trust structure, created for and run by your family, can reduce the burden of taxation and social impacts. This enables your legacy to continue through generations, enabling you to enjoy the peace of mind that comes with careful planning.
Trustees are required to regularly review the structures of trusts and any investments contained within. Jarrovian Trust & Estate Services can assist with minutes, resolutions and administration documents, including removing or appointing trustees and executing loan agreements. We also run workshops to educate you and your co-trustees in duties and responsibilities.
The protection of small and medium sized family businesses is often overlooked. Neglecting this area of your estate can result in lack of tax and succession planning, as well as inheritance protection.
Property trusts can ensure the protection of part or all of your property portfolio, ensuring it passes into the right hands at the right time. These trusts allow you to maintain an element of control whilst assisting with tax planning, and you can place up to 50% of your let property into a trust giving you the option to retain any rental income.
The death of a loved one is a time of grief and vulnerability. For those who are left behind, dealing with unknown legal issues can be overwhelming.
Jarrovian Trust & Estate Services can offer advice and support to the Executor or Administrator of the estate. Alternatively, in conjunction with our legal partners we can be appointed by you to handle the various aspects that need to be dealt with as part of the administration.
For a no-obligation consultation with one of our Financial Planners, please call 0330 058 5000