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Trusts and Charities
Trusts are a practical way of making gifts to the next generation while ensuring capital is protected for the long term. Our team of advisers is here to help you work out the most efficient and effective way of setting up your trust.
Why Make a Trust?
Parents will often want to help their children purchase their first home or set up a business but do not feel comfortable making a large gift directly to their children. A gift into a trust can be a solution because it allows the value to be removed from your estate and enables you to retain some control over the assets by appointing yourself as one of the trustees.
Making a gift into
We can advise on the following areas related to trusts:
- Family trusts and asset protection
- Trusts for the disabled
- Personal injury trusts
- Bloodline trusts
- Business succession
- Wealth protection
Why Make a Charity?
Setting up a charity or a charitable trust can ensure you are able to support a chosen cause in a tax-efficient way and helps you leave a lasting legacy. Assets given to a charity can only be used for charitable purposes and can never be used for private benefit, meaning they will always be secure and protected.
For more information on charities, take a look at our dedicated page.
Why Choose JMW?
Our team is recommended by charity websites as experts in drafting trusts for families. If you have children with special needs, we can help you set up a trust so your children will be financially secure
We are also experienced in the creation of charitable trusts, including dealing with the registration process at the Charity Commission.