Using Trusts to Reduce Inheritance Tax
Protect your wealth. Secure their future.
Trusts are a powerful and effective way to reduce Inheritance Tax liability, protect your assets and provide for the people you care about, both now and in the future.
- Expert Advice
- Tailored Strategies
- Tax-Efficient
- Peace of Mind
Why Use Trusts?
Reduce IHT Liability
Move assets outside of your estate and potentially reduce or eliminate IHT.
Protect Loved Ones
Ensure financial security for your family for generations to come.
Maintain Control
Many trusts allow you to retain control and influence over your assets.
Plan for the Future
Create a lasting legacy and plan for any eventuality with confidence.
Peace of Mind
Professional advice and ongoing support to keep your plans on track.
How We Help With Trust Planning
- Understand your objectives and family circumstances
- Recommend the right type of trust for your needs
- Draft trust deeds and appoint trustees
- Transfer assets correctly and tax-efficiently
- Provide ongoing trust administration and reviews
The Main Types of Trusts
We'll help you choose the right trust for your circumstances and objectives.
Loan Trusts
Retain ownership of the asset but hold it in trust for your beneficiaries — receive a loan back from the trust.
Discounted Gift Trusts
Gift assets into trust while retaining certain benefits and a potential immediate IHT discount.
Flexible Reversionary Trusts
Transfer assets into trust but retain the right to benefit for a set period or specified event.
Bare Trusts
Assets are held in trust for a beneficiary who has an immediate and absolute right to the assets.
Discretionary Trusts
Trustees have discretion over how and when to distribute income or capital.
Interest in Possession Trusts
Beneficiaries have the right to income generated by the trust assets, either for a fixed term or for life.
Life Interest Trusts
Provide income or use of an asset for one person, then capital to others.
Trusts for Vulnerable Beneficiaries
Tailored trusts for beneficiaries who need additional protection or support.
How We Work
Our Proven Approach
Understand Your Goals
We take the time to understand your objectives and family circumstances.
Analyse Your Situation
We review your assets and explore the most suitable trust options.
Design Your Plan
We create a tailored trust strategy to meet your goals and reduce IHT.
Set Up the Trust
We handle all legal requirements and set up the trust correctly.
Implement & Fund
We help you transfer assets into the trust and ensure smooth implementation.
Ongoing Review
We review your trust regularly to ensure it remains effective and aligned with your goals.
Get Expert Trust Advice
Speak to our inheritance tax specialists today to find out how trusts can help you protect your wealth and reduce Inheritance Tax.
- 01329 550190
- admin@telmarestateplanning.co.uk
- 9 Pier Street, Lee-on-the-Solent, Hampshire, PO13 9LD
Frequently Asked Questions
Your Questions, Answered
Ready to Protect Your Future?
Book a consultation today and take the first step towards peace of mind for you and your family.