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trusts
Ixxos’ expert advisors have vast experience in helping trustees with their investments and assisting them to ensure they are carrying out their duties. Whether it’s your first time enquiring about trust or just looking for a better deal, we can help you.
Call: 01216 380 726

Making it easy for you and trustees

Trusts are emerging as the most favourable planning process to protect wealth, but it can be rather complex to understand.

A trust is the process of transferring assets to trustees (a group of people) to protect and hold for others. There are three parties that make up a trust, and they are:

  • A Settlor – The person who initiates the trust
  • A Trustee – The individual entrusted to hold the assets for beneficiaries
  • Beneficiary – The person(s) who will benefit from the trust

The Benefits of a trust

The most notable benefits of forming a trust is the control it brings, the protection to assets gained and the flexibility that comes with it. Inheritance tax planning is also a typical benefit, but an outright gift to any party would give you the same inheritance tax advantages.

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Questions regarding investment trusts?

For free advice, fill in the enquiry form below or speak to one of our team directly by calling: 0121 638 0726

Got a Question? Speak to our team, Call: 0121 638 0726

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