Many people with a high net worth might face issues regarding the passing on of their estate. Your assets and your family might be spread across countries, and you might face high taxes. Our reliable financial consultants can help you to establish a trust or fiduciary structure to alleviate the stresses involved and improve tax-efficiency.
Skills and Experience
There are a multitude of responsibilities to consider when acting as a trustee: protecting the assets, maintaining documentation, keeping accounts, completing tax returns and paying bills, insuring assets when necessary, and distributing income and capital. Our team draw from years of experience to manage trusts – and the duties of a fiduciary – expertly.
Our specialist knowledge means that we can also add value to your assets. With an excellent in-house research tool at our disposal, we have forged many solid relationships with industry partners, giving us the insight to achieve positive returns in any investment climate.
Impartiality
Understandably, many people choose family members when appointing trustees yet it can be difficult for someone to be entirely objective when they are personally connected to beneficiaries. As a corporate trustee, we can provide peace of mind that the trust is administered as per your wishes and that loved ones are saved from the burden. We provide a truly independent advisory service to our clients and continue to manage the trust you establish with absolute impartiality.
Dependability
In some circumstances, trustees are appointed who are ultimately unable to perform their duties when the time comes. It can be impossible to predict whether your trustee choices will alive and capable of administering your trust in the future. CTT Private Client Wealth will always be there. If a trustee passed away, it can cost time and money to transfer the legal title of the trust to the new individual. If we act as trustee, the legal title would be in our company name thus any changes in personnel, for example, would have no impact on your trust.
Regulated Protection
We provide a regulated service at CTT Private Client Wealth and as such, you can rest assured that your assets are protected against fraud and theft. Everything will be in safe hands.
Have you considered what would happen if you lost someone vital to the profit or running of your company through critical illness or death? Business protection helps company owners safeguard against the unexpected to ensure that operations continue with minimal disruption.
Have you considered your cash flow as you approach retirement? We can create a retirement plan that utilises your assets. Through pensions, ISAs and investment bonds, we can help you maintain your lifestyle throughout retirement whilst managing your wealth in a tax-efficient way.
Trusts have long been instrumental in mitigation tax and there are many types of trusts with various rules affecting them. We can help you to understand and implement the most appropriate options for your needs and financial goals.
How much tax would need to be paid on your estate in the event of your death? We can help arrange your financial affairs to mitigate your inheritance tax liability and ensure your beneficiaries receive the maximum possible amount from your estate.
When you have a range of financial interests, accessing the right financial expertise is vital. A multitude of options are available and we pride ourselves on getting to know your circumstances to find the optimal solution for you. We help you work smarter, not harder.
