Trust
Matters Discretionary Will Trust Arrangement
Applicable
to all individuals and married couples The
benefits of placing assets into a Trust Matters Discretionary Will Trust on
1st
and 2nd death are; - Control for the surviving spouse
- Unrestricted access to the trust fund for the surviving spouse
- Protection
from means testing for Later Life Care costs
- Protection
from the future generations divorce proceedings
- Protection
from the future generations creditor problems
- Inheritance
Tax savings for your grandchildren
-
Assets are free from Inheritance Tax for up to 80 years
-
Perpetuity clause in the event of the death of all beneficiaries
- The
ability to exclude specific individuals as beneficiaries
-
Wide trustee powers
If you would like to discuss how Trust Matters can be of assistance to you please telephone us on 01727 737610 or email info@trustmatters.co.uk and we will endeavour to get back to you within 24 hours.
Full contact details and our Estate Review form can be found here.
Gift, Loan and Discounted Gift Trust schemes
If your estate is valued in excess of £624,000 (for a married couple), you will currently have an Inheritance Tax liability and a proportion of your estate will not go to those intended. Your beneficiaries will also have to pay the liability before they have access to your estate. However, you could utilise one of the following schemes during your lifetime:
- Gift scheme – provide funds for your beneficiaries to meet the liability and reduce the Inheritance Tax on your estate. Click here for more details.
- Loan scheme – provide funds for your beneficiaries to meet the liability and retain a right to capital and income. Click here for more details.
- Discounted Gift Trust - provide funds for your beneficiaries to meet the liability, retain a right to income and potentially achieve immediate Inheritance Tax savings.
Click here for more details.
These will require a face-to-face meeting. Please telephone us on 01727 737610 or email info@trustmatters.co.uk to arrange a mutually convenient time and date.
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