Many people assume that trusts are used only by the very wealthy, but this isn’t true. In fact, there are a number of situations in which setting up a trust can be useful. Often used in conjunction with a Will, some of the most common are:
PM+M has a number of experts who work in this field, including several members of the Society of Trust and Estate Practitioners (STEP). Our specialist tax and wealth management teams are also on hand to guide you through the associated complexities of setting up a trust and to advise you on protecting and investing your funds.