Fiduciary Trusts

Fiduciary trusts are based on commercial trust law and effectively what they do is allow you to ring-fence all your assets in a specialised trust format. They are fully legal and compliant with Uk law and use the various loopholes in our system to mitigate against excessive tax charges. Trusts are set up by the top 3 lawyers in the country and can completely negate your tax liability. However, they are not cheap. On average they cost around 10% of the value of the assets within the trust- but your assets are then ring-fenced for as long as they remain in the trust.

Some Of The Benefits

  • estate planning for probate & to ensure assets pass to the next generation.

  • protection of assets via ring fencing.

  • succession planning for a family business.

  • protection of minors, incapacitated or financially unsophisticated.

  • protecting wealth a from third party.

  • support for charitable activities.

  • structuring for business activities.

  • protection from political, economic or social instability.

Costs Of Set Up

  • Legal costs plus a % of the assets in the Trust
  • £2-3k to set up the management firm initially
  • £2-3k to start the lawyers working on your case

Important Info

The past is not a reliable indicator of future performance. Investments, by their nature, are speculative and can be volatile and you should never invest more than you can safely afford to lose.

Information is for general indication only and is not intended to be relied upon by individual readers in making (or not making) specific investment decisions.

Appropriate independent advice should be obtained before making any such decision. My Money Mentor do not accept liability for any loss suffered by readers as a result of any such decision.