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Testimonials
We had no idea about the trust you recommended was even available to us. You have helped us to mitigate inheritance tax, and ensure that our home and assets will be passed to our children when we pass away. Thank you.
Mr & Mrs Gledhill, Cheshire
Testimonials
Martin is an energetic and passionate practioner. Tireless in his pursuit of excellence for his clients. Knowledgeable and effective, his team are always looking for new ways to bring benefit to their offering and their clients.
Paul O'Donoghue CEO The Distillery
Testimonials
Thank you for your advice on our wills and the recommendation of certain trusts to help pass on our wealth to our children, and at such a reasonable cost. It was a pleasure doing business with you”
Mr & Mrs Passey, Chester
Flexible Life Interest Will Trusts
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This trust, created in a Will, provides great flexibility for the trustees to react to changing family priorities or tax changes at any given time. It is also known as an Immediate Post Death Interest Trust (this is the term HMRC uses) and an Interest in Possession Trust. The Trustees are given wide powers over the use and destination of trust funds. They can therefore accommodate changes in beneficiaries circumstances and situations accordingly.
Circumstances where a Flexible Life Interest Trust may be suitable are included within our Exclusive Estate planning Brochure so Request Your Copy Today.
