Wealth Preservation Planning – using family controlled trusts to preserve family wealth
Wealth preservation planning involves the protection of an estate from both tax and social impacts for the client's lifetime and for future generations. The underlying principle is that both lifetime gifting and death-time inheritances from single persons and married couples are directed to appropriate Trusts never to individuals.
Working with Solidus Independent Estate Planning our trust services include:
- Wealth preservation planning for Single Clients
- Wealth preservation planning for Married Clients
- Wealth preservation planning for Large Estates (£1 million or more)
- Lifetime gifting trusts
- Bespoke gift and loan trusts
