Trusts
Trusts are frequently used in tax planning for individuals. Trusts allow you to retain control over your assets whilst helping to mitigate income tax as well as inheritance tax. PHFS Wealth Management can offer bespoke advice to private individuals as well as professional trustees to ensure that the most appropriate trust is chosen based on individual circumstances.
PHFS Wealth Management specialise in all types of trusts. Different types of trusts have different features, advantages and benefits. Typically, trusts in the past have involved outright gifts of capital with no access to the money or any income from it. New innovative trust investments have now materialised which allow investors to retain access to the capital and/or income depending on their own individual situation.
Whether it is a Gift Plan Trust, Gift & Loan Trust, Absolute Trust or Discounted Gift Trust PHFS Wealth Management can advise you on the most suitable arrangement for your aims and objectives.
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