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Trusts and Estate Planning

If you have investment properties, then when the second of you and your spouse dies, up to 38% of their value will go in tax and that is payable in cash. The answer is to hold them in a trust.

The tax is made up of Estate Duty (20%) and CGT (18%). But when you die, the trust does not die and those dreaded taxes do not kick in.

Should you wish to make an appointment, please feel free to visit Derek’s diary and book a time that suits you.


Need help with your Investments?

Contact us today or set up a free meeting with our CEO, Derek Springett, to discuss your options. We have been offering expert financial advice and business services since 1971. You can also visit our online store to see our list of financial services.