Estate Planning and Trusts

Protecting your wealth and estate requires careful, focused planning. CLB Coopers develops the most efficient and appropriate strategies that are designed around the individual needs of our clients. Trusts can be an effective planning tool for inheritance tax, planning for non UK domiciled individuals, together with an effective way of preserving the family wealth and protecting assets in the future.

The most common types of Trust are Interest in Possession (IIP) and Discretionary Trusts (DT).  IIP gives the beneficiary the right to income over the trust assets whereas with a DT the distributions to the beneficiaries are at the absolute discretion of the trustees. 
Trusts should be considered as part of the overall personal strategy of the individual and the family for both tax planning and protection of the family wealth. Our taxation teams at CLB Coopers can work with you to ensure that your future and that of your family is secured.