TrustsLocking your assets away in a protective Trust holds the key to long term peace of mind for you and your family

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Trusts

What could setting up a tax-efficient Trust Fund mean for you and your family?

In the simplest of terms, setting up a Trust is the perfect way to protect your assets and maximise the benefits you wish to pass on to others such as your children or grandchildren.  The main advantage of Trusts is that they can be set up in such a way as to qualify for a range of tax exemptions … and that’s where it starts to get complicated.

Expert advice is therefore essential, especially as there are so many different types of Trusts for different purposes.  Pagan Osborne’s specialist Trust advisors in Edinburgh and Fife can guide you through the process of setting up a Trust and help you make the most suitable choice for what you want achieve. 

For example, your main priority might be to minimise your exposure to Inheritance Tax by moving up to £325,000 of personal assets (£650,000 per couple) into a Trust so they cannot be counted as part of your estate, provided you survive for seven years.

Alternatively, you might wish to use a Trust as a tax efficient way to pay for school fees or lock money away for future generations to give them the best possible start in adult life.  You can even transfer property into a Trust to keep it in the family and prevent it being used to fund future Care Home fees.

Thanks to their unique flexibility, there are any number of ways you can use Trusts to benefit you and your family – so why not find out more by talking to the experts you can trust at Pagan Osborne.

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Not sure where to start? Why not just give us a call today on
0131 624 6820 for Edinburgh or 01334 475001 for Fife to discuss your needs.

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Want to work with a local, friendly company? Then find your nearest Pagan Osborne office to you below. However, we also work with clients throughout the UK so you can call any of our numbers and our helpful reception staff will be happy to forward on your call to the most appropriate expert to suit your needs.

Edinburgh
Clarendon House
116 George Street
Edinburgh
EH2 4LH Call Us
Tel: 0131 624 6820
Fax: 0131 220 1612
2 Comiston Road
Morningside
Edinburgh
EH10 5QE Call Us
Tel: 0131 539 3333
Fax: 0131 538 7204
St Andrews
106 South Street
St Andrews
Fife
KY16 9QD Call Us
Tel: 01334 475001
Fax: 01334 476322
Cupar
12 St Catherine Street
Cupar
Fife
KY15 4HH Call Us
Tel: 01334 653777
Fax: 01334 655063
1 Crossgate
Cupar
Fife
KY15 5HA Call Us
Tel: 01334 656525
Fax: 01334 654119
Anstruther
Pagan Osborne
5a Shore Street
Anstruther
Fife
KY10 3EA Call Us
Tel: 01333 310703
Fax: 01333 311918

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