Discretionary Trust

Discretionary Trust Wide class of potential beneficiaries With a Discretionary Trust, the settlor makes a gift into trust, and the

Bare Trust

Bare Trust Held for the benefit of a specified beneficiary Bare Trusts are also known as ‘Absolute’ or ‘Fixed Interest

UK Trust Register

UK Trust Register Understanding how the introduction may affect you and your trust When you put assets in a trust,

Trusts

Trusts ‘Ring-fencing’ assets to protect family wealth for future generations You may want to consider putting some of your assets

Discretionary Trust

Discretionary Trust Wide class of potential beneficiaries With a Discretionary Trust, the settlor makes a gift into trust, and the

Bare Trust

Bare Trust Held for the benefit of a specified beneficiary Bare Trusts are also known as ‘Absolute’ or ‘Fixed Interest

Trusts

Trusts ‘Ring-fencing’ assets to protect family wealth for future generations You may want to consider putting some of your assets

Lifetime transfers

Lifetime transfers Remember the seven-year rule An outright gift falls into one of two categories, depending on the type of

Strategies and solutions

Strategies and solutions Provision in place to preserve and protect your assets Failing to protect family wealth from Inheritance Tax