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Critchleys Trusts

Save tax and protect your family's wealth

Trusts

Our dedicated private tax team are here to serve you.

Don't be wary of trusts - they need not be complicated and expensive to run. They are a very effective way of protecting family wealth while gaining valuable tax advantages and have successfully stood the test of time.

Protecting capital

If you want to give away assets to a family member but are worried that it will be squandered you can put the money in a trust instead. That way you can ensure the capital is protected whilst still allowing the beneficiary to enjoy the income and assets for life.

Flexibility

The trust can be as flexible as you like, you can even keep control over the assets by being a trustee. Trusts can also be used in other ways, for example to enable you to give assets away but still retain a right to income.

Trusts are also at the heart of many employee benefit and pension arrangements.

"We have been Critchleys clients for 25 years, we have utmost confidence in the professionalism of the staff and know you are doing the best for us."

Critchleys Private Client

Let's chat: Trusts

To find out how Critchleys could help you manage your personal tax, including tax returns, inheritance tax planning and trusts, please contact Liz Higgins, our Head of Private Client Tax.

Call Liz on 01865 261181.

Let's chat: Trusts

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