Tax Planning and Trusts
The larger your income or the greater your wealth then the more taxes you will be targeted to pay. David Williams have access to tax expertise and strategies to ensure that your finances are optimised for optimised for overall tax efficiency.
Whether you are an entrepreneur selling your business, an executive with complex share schemes, a non-UK domiciled individual living in the UK or simply looking to structure your affairs more tax efficiently, we can assist.
By using trusts we can help you make massive savings in IHT and control what happens to your estate, both immediately after your death and for generations to come. For example, you could use a trust to postpone the transfer of assets to a child until they reach maturity, with the income being distributed at the trustees' discretion until that date.
Placing assets in trust can also ensures a smooth delivery to your intended beneficiaries without the delays, costs and publicity often associated with probate.
Our planning service to trustees includes advice on selecting the most appropriate investments to satisfy trust objectives in keeping with an agreed prudent risk profile and achieving maximum tax efficiency for income and capital beneficiaries.
Contact Us
* Indicates Mandatory Fields...