Our team are experts at creating plans as needs change over time and navigating the tax consequences of such plans.
Trusts have many functions, primarily they’re used with varying degrees of control for protection, inheritance tax efficiency, probate and much more. Using the correct trust with the right investment is crucial for your financial plan.
A trust can be structured in several ways with different characteristics and benefits. The most appropriate type of trust will depend upon personal circumstances. Whether you are a professional trustee acting for a client or you’re acting in a personal capacity, we can help.
We’re experienced with the most intricate trusts and estates, as well as charities and smaller cases, providing financial advice on management, transfer of property and administration, which can be a complex and time-consuming affair.
We work closely with tax professionals, legal advisers and our in-house trust team to devise the most appropriate plan to suit your needs.
General Enquiries
+44 (0) 333 123 7171
The registered office of BHP LLP (registered under number OC416373 in England and Wales) is 2 Rutland Park, Sheffield, S10 2PD
