Gifting to Trust

• You gift an amount to trust and the trustees invest it on behalf of the trust/beneficiaries
   
• You have no access to the capital or income once the gift is made
  
  
• The gift will be outside of your estate for Inheritance Tax purposes after 7 years
  
  
• All growth achieved by the investment is immediately outside of your estate for Inheritance Tax purposes
  
  
• The investment in the trust will not be subject to probate
  
  
• The investment in the trust will be protected from any divorce action or bankruptcy proceedings your children may be involved in and will not be included in their estates for inheritance tax purposes when they in turn pass their assets to their children

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.

NEXT SEMINAR
11th November 2008
The Bisham Abbey National Sports Centre
Nr Marlow
Bucks SL7 1RR

Call 01727 737610 to book your place