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Trusts and Tax Planning

Busy commercial clients are often concerned regarding succession and tax planning, which can often be delayed due to the pressures of running a commercial enterprise. With careful planning Inheritance Tax (IHT) can often be minimised or avoided entirely.

We provide detailed and personal advice on effective IHT reduction, as well as on the integration of IHT planning with other tax mitigation strategies. Our expertise covers:

We have particular expertise in the use of trusts to preserve family businesses and to ensure careful and protective succession including the minimising of a future IHT liability.

There are many circumstances for which the creation of a trust can be appropriate including where commercial assets or businesses are concerned. We are able to discuss your individual requirements in detail to ensure that the correct approach is taken.

A trust can be flexible to achieve a number of outcomes including:

For advice on commercial trust and tax planning matters, please call our 52 North Street office in Chichester or to find out more about our team click through to the staff profile pages featured on the right hand side.