Trust planning

Have you ever asked yourself what you would think if…

Trust Planning
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  • in the event of your death, your widow(er) remarries. As a result of their death, some or all of your estate passes to their new spouse and his/her children, reducing the amount your children benefit from 
  • in the event of your death, your widow(er) remarries. As a result of divorce, someone else gets to benefit from your inheritance
  • your children marry but, as a result of divorce or bankruptcy, your intended inheritance is diluted
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Tax
  • at death, your children’s inheritance is reduced by “excessive” Inheritance Tax
  • you and your spouse, have no children, but have a total estate of £1,000,000. After you both pass away, without planning, the government takes £140,000 in Inheritance Tax at second death.
Ill health
  • in the event of you needing long-term care, your estate is eroded and you leave less to your children 

 

Trust planning can protect your estate from all of the above, in your lifetime and in those of future generations. With our help, you can maximise your savings and enjoy long-term protection and peace of mind.

What can you expect?
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Family
Looking after the important people in your life
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Peace of mind
Knowing we are working to look after what matters to you most
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Protection
Our packages provide protection where you need it most
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Forward planning
Putting your affairs in place now helps you in the future
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Security
Getting the right package in place provides much needed security
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Dedication
All our clients receive their own dedicated consultant and client relationship manager
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Get in touch with the Mattioli Woods team
Do you have a specific question or query? Find the right member of the Mattioli Woods team.