Tax and Trust Planning

Thorough forward planning is essential to ensure the necessary arrangements are in place so that your estate can be left in the best possible position upon your death. We are able to provide you with tailored advice to minimise the impact of inheritance tax upon your legacy. This may also come in the forms of Trust planning or trustee advice.

Taxation and Trusts are a very complicated area. Endeavour work with various professionals to assist our clients in this field.

Wainwrights Accountants are a key contact providing taxation advice in conjunction with your broader financial planning needs. You can visit their site here, but please note you are leaving a regulated site: Wainwrights Accountants


Trusts are often set up in wills. You can set up a trust right now or write one into your will. When you set up a trust you need to clearly say:

When the trust becomes active – is it immediately, or only when you die?
Who the trustee and beneficiaries are
What the assets of the trust are

Many people who set up a trust in their will name the executor of the will as the trustee, but you don’t have to do this.

The tax treatment is dependent on individual circumstances and may be subject to change in future

Please be aware that Tax & Trust advice is not regulated by the Financial Conduct Authority