Tax Planning Solutions

Flexible Trusts

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Inheritance Tax Planning with a Flexible Trust

Are you thinking of setting up a trust and gifting some of your assets away?

Are you also concerned about losing access to and control of your assets, in case your circumstances change, and you need it in the future?

With a Flexible Trust it’s possible to have the best of both worlds: to mitigate inheritance tax by making a gift into Trust, but also to retain access and control of your money.

Click on the link below to access our unique guide, showing how, with the right kind of Trust in place, you really can ‘have your cake and eat it’:

London: 0203 633 5682

Chelmsford: 01245 526328

info@taxplanningsolutions.co.uk

85 Great Portland Street, London W1W 7LT

Serving clients across Essex, London and the South East

Tax Planning Solutions is an Appointed Representative of New Leaf Distribution Ltd, who are authorised and regulated by the Financial Conduct Authority: Reference No. 460421. Head Office: 165-167 High Street, Rayleigh, Essex, SS6 7QA. Company registration Number 5520001.