Trusts

Inheritance tax is now a major problem for most families. Since the turn of the millennium, house prices have seen dramatic increases way above the rate of inflation. With this increase in wealth, even relatively modest estates are now facing a tax bill of 40%.

In March 2006, more anti-avoidance legislation was introduced and we saw a major change in the taxation of most types of trust.

We firmly believe that with careful planning and the ability to think outside the box, any potential tax liability can be significantly reduced or even negated altogether. We have a wealth of experience in all aspects of estate planning, which ranges from a simple nil rate band discretionary will trust, to more aggressive trusts and all the main inheritance tax mitigation schemes.

Please note: The Tax treatment of Trusts depends on the individual circumstances and may be subject to change in the future.
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
Postern Wealth Management Ltd is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk. Details can be found at https://register.fca.org.uk/ under reference number 511474. Postern Wealth Management Ltd is registered in England, no. 06982785.