Wills and Trust Planning
revolutionary Thinking
Trust Planning is a process that can enable you to give cash, property or investments to someone else so they can look after them for the benefit of a third person. Provided certain conditions are satisfied, you don’t own it any more. This means it may not count towards your Inheritance Tax bill when you die. Knowing which type of trust is best for you and you family needs careful consideration and planning.
We need to explain here an overview of why trust planning is such an important process for the reader to go through, how long it will take, what they need to do and how we take the information they will provide, analyse it and how we make the recommendations to them and how we implement them on their behalf. Key benefits to them. Why they should be considering us. Why we are a no-brainer, the clear and obvious choice for why they should be placing their trusts in Tavistock Private Client.
Trust Briefing
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Assess suitability
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Ongoing support
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With Revolutionary Thinking, we can invest your trust and deliver for the beneficiaries
“Saving is a great habit but without investing and tracking, it just sleeps”
Anon
The Tavistock Group manages the personal wealth of tens of thousands of people and over £1Billion of investments, providing them with financial advice and access to investment products and services.
We do not charge for any meetings. We can come to you or you can visit us in our Mayfair Offices.
Or you can call 0333 444 3 555. Ask to speak with one of our advisers, or email discover@tavistockprivateclient.com
Expert TRUST Advisers
Your dedicated adviser will enhance your investment decision-making, to help you manage risk within the trust parameters. This ensures deployment of your beneficiaries wealth to meet objectives, with regular updates and communications keeping you in control of your Trust.
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This could include more detail about we can help with the information we know about Trust Planning and in what aspects we can help them to perform their duties by providing them with pre-completed forms and a schedule of events etc etc?
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01223 696100
Head Office
Tennyson House
Cambridge Business Park,
Cambridge
CB4 0WZ
01279 755888
Bishop’s Stortford, Herts
033 444 3 555
Mayfair, London
Tavistock Private Client Limited is authorised and regulated by the Financial Conduct Authority, FCA number 210782, and 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 04298592
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