Companies | trusts

Discretionary trusts allow potential beneficiaries to control assets without actually owning the assets - very useful for asset protection purposes. By being able to spread income among the beneficiaries a Discretionary trust allows the flexibility to ensure the full marginal tax rates of various beneficiaries can be utilised.

Discretionary trusts allow potential beneficiaries to control assets without actually owning the assets - very useful for asset protection purposes.

A unit trust is established by a settlor gifting the nominal settlement sum to the trustee. The trust is divided into classes of units, each class of beneficiary is then defined by reference to their relationship with the relevant unit holder.

A hybrid trust is part unit trust and part discretionary trust. It combines the flexibility of a discretionary trust with the reliability of a unit trust. this is a bundled product including hybrid trust establishment, company establishment and Stamping.

A Service Agreement is suitable for a practice which is operated by an individual professional who wishes to pay their discretionary trust to administer and manage the practice.

A unit trust is established by a settlor gifting the nominal settlement sum to the trustee. The trust is divided into classes of units, each class of beneficiary is then defined by reference to their relationship with the relevant unit holder.