Trusts and Tax Planning

The larger your income or the greater your wealth, then the more taxes you will be targeted to pay. David Williams IFA has access to tax expertise and strategies to ensure that your finances are optimised for overall tax efficiency.

Whether you are an entrepreneur selling your business, a saver looking for the best returns, a non-UK domiciled individual living in the UK or simply keen to structure your affairs more tax-efficiently, we can assist.

Our advice on trusts can help achieve substantial savings in inheritance tax and control what happens to your estate, both immediately after your death and for generations to come.

Placing assets in trust also ensures a smooth delivery to your intended beneficiaries without the delays, costs and publicity often associated with probate.

Advice for Trustees

We know that trustees carry a heavy duty of responsibility. Our role is to help lighten that burden. David Williams IFA is experienced in advising charities, family trusts and assisting in Court of Protection cases to ensure that trustees receive the maximum possible support.

We advise trustees on selecting the optimum investments, that satisfy trust objectives while keeping within an agreed risk profile and achieving maximum tax efficiency for the beneficiaries.

Please note that advice around tax planning and trusts is not directly regulated by the FCA.