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You may want to ensure a vulnerable loved one is cared for financially. They may have a disability or be an orphaned child and there may be less tax to pay on their income and profits from a trust.
We can talk you through the options and issues, and we are happy to work with your legal advisers to ensure that the right plan is in place.
If you are a Trustee of an existing trustee based investment and wish to review its standing, or wish to discuss setting up a new investment please contact us.