In a bare trust, the beneficiary has an absolute right to the assets and income held in the trust. In a discretionary trust, the trustees have discretion over how and when income and capital are distributed among a class of beneficiaries. Discretionary trusts offer more flexibility for tax planning and asset protection but are subject to more complex tax rules, including periodic and exit charges.

Featured
Self Assessment
We offer a full personal tax compliance service where we can assist you in preparing and submitting your self-assessment tax return on time.
More →
Popular
Motor trade
When it comes to motor trade accounts, we act for an extensive range of clients within the motor trade sector varying from small garages to motor traders with multi-million turnovers.
More →