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    PRIVATE CLIENTS

    Trusts

    Trusts can play a significant role in estate / tax planning and asset protection.

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A Trust is the transfer of assets, e.g. property, shares or cash to a group of people (Trustees) with the instruction that they safeguard the assets for the benefit of others. Trusts can be created during lifetime or on death.

Trusts can be useful in removing assets from an estate during one’s lifetime in order to minimise inheritance tax. They can also be used to preserve and manage assets for under age or incapable beneficiaries. Our team can offer expert advice and guide you through the process, making you aware of the options best suited to your situation.

Rollos can plan and advise on all aspects of Family Trusts, Disabled Person’s Trusts and Asset Protection Trusts.

Our People

Expertise and advice you can rely on.
  • Ken Smith
    Partner
  • Charlotte Daly
    Partner
  • David Harley
    Partner