wealth management FAQsglossary of wealth management termsfinancial calendar
 
Wealth Management - Financial Advice and Information
Offices throughout the UK,

call us for expert financial advice –

  Pension Advice Savings & Investments Trusts and Bonds Wealth Management About Us Contact Us

Absolute Trust / Bare Trust

Absolute Trusts

We’ll Help You Formulate a More Tax Efficient Plan When Bestowing a Financial Gift to Your Loved Ones – Quickly And Easily, Through An Absolute Trust


At this very moment, we know that you may be thinking how do I  choose the right type of Trust to safe guard my assets whenever gifting them to my children, grand children or partner.

If you are certain about who you wish to benefit from the Trust, forgo some flexibility and just aim for the guarantee. This might be time to trust a tried and tested method? Absolute Trusts, also known as a Bare Trust.

First you need to consider that if we set up an Absolute Trust for you, your beneficiaries cannot be changed.  

The money inside this trust cannot ever be claimed back by you and can be demanded by the beneficiaries at age 18 or 16 in Scotland.

Pension Advice

 
   
more information on Absolute Trust…
Contact Us for Advice

Complete our short form to find out more…








First name:
Surname:

Email:
Daytime Tel:
Evening Tel:
Postcode:
Date of Birth:
Intestested In?
 
Note: The Financial Services Authority does not regulate some forms of tax advice, trusts & wills