Trusts – Succession Planning

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You may be considering the use of a trust for the purpose of succession planning. 

At Burton Sweet we can provide tax advice for the settlors, trustees and beneficiaries of a trust. We can offer advice in relation to the tax implications on the creation, during the life of the trust, and on the cessation of a trust.

Please get in touch if you wish to understand your tax compliance obligations as a trustee, or you wish to understand how creating a trust could mitigate your Inheritance Tax position, along with other benefits including privacy, asset management and avoiding probate.

Harriet Scott
Harriet Scott

Associate Partner Private Client Services

01934 620011

Get in touch today

Useful information for Trusts – Succession Planning