Trusts

What is a Trust?

A trust is a legal arrangement where one party (the settlor) transfers assets to another party (the trustees) to hold and manage for the benefit of specified individuals or a class of individuals (the beneficiaries).

The trust is governed by a trust deed, which sets out the terms and conditions under which the trustees must operate. For example, you might want to put money or property in trust for your children or grandchildren.

Trusts can be a valuable tool when it comes to estate planning, helping you pass assets down to future generations in a tax-efficient way. They can also provide valuable protection for your wealth, safeguarding assets from potential claims that might arise through divorce or bankruptcy. By using a trust, you can ensure your wishes are respected while giving peace of mind to your loved ones.

How Moore can help with setting up and managing trusts

Trusts are a complex area, and each type of trust is taxed differently, so getting professional advice is essential.

Our friendly team of trust specialists in Peterborough, Corby and Northampton will explain your options in plain English, help you decide on the type of trust that’s right for you, and take care of setting it up and managing the ongoing administration of the trust. We’ll also guide you through any inheritance tax or capital gains tax considerations, so you can relax knowing everything is taken care of properly.

Talk to us about setting up a trust today

If you would like to find out more, or to get a bespoke quote, please contact us by email at east.midlands@mooreuk.global, fill in our contact us form or call one of our offices: