Investments

How has the Credit Crunch affected you ... (read more)

 

Mortgage
Looking to move or remortgage then ... (read more)

 

Retirement Planning

No pension or concerned about your retirement income ... (read more)

 

Protection

Protecting yourself, your family, or your business ... (read more)

 

Estate Planning

The popular Discounted Gift Trust is still available... (read more)

 

 

Charity News

BH Presents Cheque

Brian Harding Presents £5000 from the Openwork Foundation

Charity Cycle Challenge

Back In the saddle for the 2013 Challenge

Phillipines Charity

Openwork charity fund to help build a new school for the children of the dumpsite in Manilla

Estate Planning

Introduction | Inheritance Tax | Trusts | Wills

 

Trusts

Setting up a Trust is a means to avoid unnecessary inheritance tax and ensure the correct beneficiaries receive the capital.  There are various types of Trusts to suit different circumstances and ensuring that you have the correct arrangements requires professional advice.

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Our Principal, Brian Harding, has an Advanced Certificate in Taxation and Trusts issued by the Chartered Insurance Institute and has been successful in advising clients on these matters for over 30 years.

 

 

 

Complete the Enquiry Form and we will contact you.
Alternatively call our office on 020 8681 3229 .

 

Trusts are not regulated by the Financial Conduct Authority.