Trust and tax

Getting professional advice is vital to make sure you are investing tax efficiently and your money goes to those you want it to benefit.

Trusts have been used for hundreds of years to control what happens to wealth. Families grow, children marry and relationships change. Trusts can transfer assets tax efficiently, smooth inheritance within the family and be used for philanthropy too.

It is impossible to predict what might happen in the future. With a trust, you can make life-events don’t affect your plans.

We can help you plan for future tax liabilities, so there are no surprises. We can also make tax easier by taking care of the paperwork. We will prepare your annual returns, tell you when you need to make payments and claim money back for you if you have paid too much tax in the past.

We provide trusts as part of a full estate planning service that will help you pass on your assets as you wish.

The different services open to you are provided by different entities within the Rathbones Group. Please contact the Trust and Tax team for further information.