A Trust can provide a flexible solution to many family issues ranging from the provision for disabled or youthful family members to its use as the basis for a charity. Whilst Trusts are often viewed as tax saving devices the primary objective tends to be protection of assets by managing risk and planning for the future

It’s the perfect means to provide for your family, or protect assets where the beneficiaries are too young to be responsible. A Trust can also utilise gifting and use tax reliefs, some of which are only available through Trusts. In fact once people talk to us about Trusts they realise how well they can compliment their other financial affairs.

At Pagan Osborne we realise that drawing up a Trust is all about making informed choices. We look closely at what will suit your family now and in the future and advise on the purposes of the Trust, who the trustees may be, how long the Trust should run and on key dates for making future decisions, all inside a flexible framework.

Working in tandem with investment managers allows us to plan the Trust's financial needs, and report performance through accounts and tax returns.