Wills and Trust Planning

Trust Planning is a process that can enable you to give cash, property or investments to someone else so they can look after them for the benefit of a third person. Provided certain conditions are satisfied, you don’t own it any more. This means it may not count towards your Inheritance Tax bill when you die. Knowing which type of trust is best for you and you family needs careful consideration and planning.

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01872 240368

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Duchy Independent Financial Advisers

Chy Jenner,
Newham Quay,
Truro.
TR1 2DP