Trusts

Trusts are relatively easy and a very tax efficient way to set aside assets for the future beneficiaries outside of the inheritance tax net.

Sterling Partners regularly advise clients on including trusts in their wills or setting up trusts during their lifetime. Clients decide to use trusts for a variety of reasons depending on their personal circumstances.

Examples of trusts in which we regularly advise on include, will trusts, lifetime trusts for children and grandchildren, discretionary trusts, relevant property trusts, disability trusts and charitable trusts.

Authorised by the Institute of Chartered Accountants in England & Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.