Familiy Trust Funds

Familiy Trust Funds

Our tax advisor service for a trust fund preserves and protects your hard-earned wealth. We frequently use them as part of our inheritance tax planning service.

We advise clients on the potential creation and management of a trust fund for their specific purposes.

They are a useful tool in areas such as:

  • Protecting assets from inheritance tax and care home fees.
  • Providing a secure income stream for the vulnerable and disabled without giving them responsibility for their assets.
  • Holding assets for minors or vulnerable loved ones who can still benefit from the assets.
  • Employee ownership.
  • Wealth management.

Trusts funds separate legal ownership from beneficial ownership

Trust Fund Creation and Management

Types of Trust Fund

We’ll help you create and manage the type of trust that best matches your requirements:

  • Bare Trusts – These protect disabled or vulnerable individuals (they are not used for tax purposes).
  • Income In Possession Trusts – These provide income to your beneficiaries – but your capital is not made available to them.
  • Discretionary Trusts – These are managed at the complete discretion of your trustees.

Senior Tax Team

Chartered Accountant Ealing Stuart Thomson

J Stuart Thomson MA ACA FCT ATT MCSI

Group Managing Director

  • Chartered Accountant (Institute of Chartered Accountants of Scotland).
  • Associate Chartered Accountant (Institute of Chartered Accountants of England and Wales).
  • FCT – Fellow of the Association of Corporate Treasurers.
  • MCSI – Member of the Chartered Institute of Securities and Investments
  • ATT – Association of Tax Technicians.
> Stuart's full profile
Accountant Aylesbury Karen Stone FCCA

Karen Stone FCCA

Senior Enquiries Lead – Accountancy and Tax Advisory Services

  • Fellow of the Chartered Institute of Certified Accountants (FCCA)
  • Member Association of Accounting Technicians (MAAT)
  • Advises owner-managed businesses, personal tax and trust clients.
  • Works with our tax and accounts departments in an advisory role.
> Karen's full profile

Ian Dodge ATT

Senior Tax Manager

  • Association of Taxation Technicians (ATT).
  • Certified in Probate and Estate Administration.
  • Ian leads our tax advice services.
  • Over 20 years of experience, he previously worked for HMRC.
  • Provides technical tax support for tax barristers.
> Ian's full profile
Chartered Tax Advisor Peter Briant CTA

Peter Briant CTA

Tax Manager

  • Chartered Tax Advisor with 20 years experience.
  • HM Revenue and Customs (HMRC) Inspector of Taxes.
  • Has worked in tax strategy, tax investigations, large business, public sector, personal tax and corporation tax.
  • Represented HMRC in discussions with foreign fiscal tax authorities.
> Peter's full profile

Next Step

Contact us to discuss creating or managing your trusts. You’ll be pleased you did.