Specialist trusts advice
Trusts can play an important role in ensuring your estate is passed to the right people at the right time and can also reduce your inheritance tax liability.
A trust is a legal arrangement where you give cash, property or investments to someone else so they can look after them for the benefit of somebody else. So, for example, you could put your investments aside in a trust for your children or other dependents.
There are different types of trust that can be set up according to what you intend to achieve, and the experienced team at George Square Financial Management can help you to establish the right trust(s) to meet your needs.
You will need to decide who will be responsible for looking after the assets (the trustees) and when the beneficiary (or beneficiaries) will receive the funds held within the trust.