Since the turn of the millennium, house prices have seen dramatic increases way above the rate of inflation. With this increase in wealth, even relatively modest estates are now facing a tax bill of 40%. Inheritance tax is now a major issue for most families.
In March 2006, more anti-avoidance legislation was introduced and we saw a major change in the taxation of most types of trust.
We firmly believe that with careful planning any potential tax liability can be significantly reduced or even negated altogether. We have a wealth of experience in all aspects of estate planning, which ranges from a simple nil rate band discretionary will trust, to more aggressive trusts and all the main inheritance tax mitigation schemes.
Our clients include settlors, trustees and beneficiaries who need help ensuring their trusts are set up and managed effectively. They benefit from the expertise of our highly experienced team, which includes investment specialists Jasvinder Gill, Karen Du Rocher and Scott Davis.
Book a consultation with our trust planning advisors in Kent
To discuss your requirements, please call 01474 335516 or complete our quick enquiry form and we will be in touch as soon as possible.
We have offices in Tonbridge, Maidstone, Gravesend, Chatham and Tenterden where we can meet you to discuss your requirements.
We can also offer meetings by Skype for clients who have to travel extensively or who now live abroad. In exceptional circumstances, home visits can also be arranged.
How our trust planning advisors can help you
Setting up trusts
If you are considering setting up a trust, our team can assist with:
- Choosing the right type of trust for your circumstances and goals
- Choosing trustees
- Creating the trust documents
- Understanding the legal requirements for trusts, including trust reporting requirements
Advice for trustees
Our trust planning advisors can assist trustees with:
- Registering a trust with HMRC
- Sending tax returns
- Managing trust assets
- Investing trust income
- Reporting to trust beneficiaries
- Reporting to HMRC
- Notifying trust beneficiaries & HMRC of any changes to the trust
- Paying Inheritance Tax where required
- Dealing with any specific additional requirements set out in the trust documents
Support for trust beneficiaries
We can assist trust beneficiaries with matters including:
- Tax on trust income
- Reclaiming tax
- Questioning the management of a trust
- Disputes with trustees
Our trust planning advice fees
We believe it is essential that our fees stay proportionate to the results we achieve for our clients. We will be happy to discuss our costs during your initial consultation with our team, so please get in touch to find out more.
Why choose Hatten Wyatt Wealth Management for trust planning?
Our trust planning advisors offer decades of experience acting for settlors, trustees and trust beneficiaries. We provide carefully tailored, forward-thinking trust planning to help you effectively protect your assets and achieve the best possible results for the beneficiaries of a trust.
Our clients benefit from a personal, flexible service and we take pride in the long-term relationships we build, the excellent results we deliver and the high level of client satisfaction we consistently achieve.
We advise clients all over the UK and internationally, with five offices across Kent in Tonbridge, Maidstone, Gravesend, Chatham and Tenterden.
Hatten Wyatt Wealth Management LLP is authorised and regulated by the Financial Services Authority.
Key contacts
Consult our trust planning advisors in Kent
If you need tailored trust planning advice, our experienced team will be happy to help.
To discuss your requirements, please call 01474 335516 or complete our quick enquiry form and we will be in touch as soon as possible.
We have offices in Tonbridge, Maidstone, Gravesend, Chatham and Tenterden where we can meet you to discuss your requirements.
We can also offer meetings by Skype for clients who have to travel extensively or who now live abroad. In exceptional circumstances, home visits can also be arranged.