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Trusts and Estates

Trusts and Estates Expertise

Many people are fearful of trusts, but in the right circumstances they are valuable asset protection tools. Navigating the complexities of trusts and estates requires specialised knowledge and expertise. With a Society of Trust and Estate Practitioner qualified professional in our team our goal is to help you understand and utilise trusts effectively to achieve your financial and estate planning objectives.

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There are several types of trusts, each designed for specific purposes and offering unique benefits. Our expertise covers:

  • Discretionary Trusts: These provide flexibility in distributing income and capital to beneficiaries, allowing trustees to respond to changing circumstances.

  • Bare Trusts: Ideal for straightforward asset holding, where beneficiaries have an immediate and absolute right to both the capital and income.

  • Interest in Possession Trusts: These give beneficiaries the right to trust income, with the capital often reserved for other beneficiaries at a later date.

  • Accumulation and Maintenance Trusts: Often used for children or young adults, allowing trustees to accumulate income and apply it towards the beneficiaries’ maintenance, education, or benefit

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Trusts can serve various functions, including:

  • Asset Protection: Safeguarding assets from potential creditors or claims.

  • Tax Planning: Minimising tax liabilities through strategic asset allocation.

  • Wealth Management: Efficiently managing and preserving wealth for future generations.

  • Estate Planning: Ensuring that your estate is distributed according to your wishes, often with added privacy.

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You will benefit from our deep understanding of trusts and estates, ensuring that your financial and estate planning is handled with the utmost care and expertise. We are committed to providing personalized solutions that meet your unique needs and help you achieve your long-term goals.

Manor Croft is the trading name of Manor Croft (Accountants) Limited, a Limited Company registered in England and Wales with registered number 15586848. The registered office is Strixton Manor Business Centre, Strixton, Northamptonshire, NN29 7PA.

This publication has been prepared only as a guide. No responsibility can be accepted by us for loss occasioned to any person acting or refraining from acting as a result of any material in this publication.

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