Your guide to Protective Gift Trusts

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This guide covers:

  • mitigating Inheritance Tax - use trusts to pass on wealth more tax-efficiently

  • protecting gifts from divorce or remarriage - avoid sideways disinheritance

  • shielding assets from care costs - keep wealth outside of means testing

  • supporting loved ones responsibly - control how and when gifts are used

  • setting up with ease - learn how to create a trust that fits your estate plan.

Alternatively, if you would like to discuss any of the above points with one of our experienced financial advisers, we’d be pleased to help.