As tax specialists, we find the most tax efficient way to help you achieve your goals
A trust is a means of holding money for designated individuals without giving immediate access to the fund.
The usual reasons for creating a trust are to protect beneficiaries from themselves or from third parties or to facilitate in making a gift at a time when the beneficiary is too young or immature to hold the gift himself.
Trusts are also used when disposing of assets for tax saving purposes without giving an immediate right to a beneficiary.
At Watson Thomas Solicitors, we have a team of Tax specialists who will be more than happy to meet with you and consider your personal circumstances and your objectives in order to advise you the most tax efficient way of achieving your goals.
Since Covid-19, our Private Client team are able to provide Private Client services remotely. We can take your instructions over the telephone or via video conferencing. If you are in isolation, we can deliver the documents to your home for signing or we can email them to you to print and sign with careful guidance on how to do so. We are doing all that we can do offer our clients peace of mind at these difficult times.
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Watson Thomas Solicitors have offices in Fleet, Guildford, Bracknell, Camberley, Farnborough and Woking.
At Watson Thomas our staff can work from home and access all systems so even if all are required to self-isolate this will not affect the day-to-day running of your case. We can also hold appointments via telephone and video conferencing, as needs be, to ensure that your service is not interrupted.
If you would like to discuss the most tax efficient way to manage your assets, please call on 0800 488 0218.