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Monthly Archives: April 2016

Trust Administration: the Quality & Efficiency Challenge

Written on April 28, 2016 at 10:55 am, by

There are more reasons now than ever as to why high quality Trust Administration matters.  The number of lifetime trusts being created has fallen as have the sums being put into trust.  As a result, the administration costs of a trust are scrutinised even harder.  In this climate, keeping costs down through driving efficiencies in  Continue Reading »

Investment Property(s) into Trusts

Written on April 28, 2016 at 10:53 am, by

Trusts are extensively used to preserve and protect the family’s assets by ensuring the assets pass to the correct people when they have the necessary maturity to inherit.  With the tax benefits they also provide Trusts are also a valuable solution for clients who want to plan using investment properties/second homes. With income tax rates  Continue Reading »

School Fees Planning Using Trusts

Written on April 28, 2016 at 10:51 am, by

Giving children and grandchildren the best start in life through private schooling and university education is expensive – but can be achieved with effective tax-efficient Trust planning. Why is this so important? “…£53,366 is the average it costs to send a child to university…” “…annual private school fees average £13,194 in 2014..”] “..Private Education costs  Continue Reading »