Everyone’s situation is unique, which is why what might work for one person might not work for another, and why we can offer different types of trusts. Our advisers will be able to assess your estate and give the benefits and drawbacks of different types of trusts in order to achieve your goal.
Trusts funds can protect your property and land, as well as other assets and monies. Depending on what it is you are trying to achieve will depend on what trust works best for your situation. Trusts can be tax-efficient and have a positive effect on your estate, and will help you pass money in an effective, and protected way. Your LR Estate Planning adviser will be able to explain the benefits that your beneficiaries will get from these trust funds.
We work closely with accountants within LR Accounting to ensure that trusts are structured in the most tax-efficient way possible.
LR Connections provides expert independent financial advice, accountancy and estate planning services
