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Andy Walker - Abacus Adviser
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Trusts

There are various definitions as to what a trust is but in simple terms a trust is a means of arranging property for the benefit of an individual whilst placing control of it with another party (known as the trustee).

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A Trust can help protect the children from ‘sideways disinheritance’.

It can also offer some protection from the community care liability whereby properties are sold to pay for care costs.

Trusts can be used to reduce inheritance tax (IHT)


Contact us to discuss how a trust may help you overcome some of these issues.


 Trusts are not regulated by the Financial Conduct Authority
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AwPETR Pension Transfer Specialist
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Abacus Associates Financial Services is a trading style of Tavistock Partners (UK) Limited
which is authorised and regulated by the Financial Conduct Authority, FCA number 230342.
Tavistock Partners (UK) Limited is a wholly owned subsidiary of Tavistock Investments Plc

Registered in England Registered O­ffice: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell  RG12 7BW, Company Number 05709133

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