0844 576 3135

Asset Protection & Inheritance Tax: Discretionary Trusts

Once we have discussed your asset protection and Inheritance Tax avoidance goals and drawn up detailed plans to help you achieve these outcomes, we get to work to make these aspirations a reality. Asset protection is achieved by utilising a variety of inheritance tax discretionary trusts.

The smarter way to preserve your estate

This trust may also be closed in favour of the beneficiaries at any time, unlike the discounted gift trust sold by so many providers. This allows those who may have been putting off IHT planning to take action.

Please note: Estate Planning & Tax Planning is not regulated by the FSA.

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Contact us for more information
or to arrange an appointment

Call: 0844 576 3135

Email: info@idealfinancialplanning.co.uk

Ideal Financial Planning Limited
Tredomen Innovation Centre
Tredomen Business Park
Ystrad Mynach
CF82 7FN