Welcome to our Trust Analysis Service

We have developed our Trust Analysis Service to make a wealth of difference to your succession planning. Why not leverage our expertise to bolster your own knowledge, to ensure you provide a solution based on comprehensive understanding and a depth of experience?

What is THE TRUST ANALYSIS SERVICE?

Our Trust Analysis Service is designed to equip you with clarity and assurance, so that you can talk about the inner workings of
your client’s trust with authority.

Some of the benefits include:

  • The trust tax position and the effect on interested parties
  • Options regarding potential investment decisions and implications
  • Reconfirming your understanding of the trust
  • An analysis can be requested at any point during the lifetime of the trust, and consider the settlor, trustees or beneficiary’s
    position

How can I use the Trust Analysis Service?

Speak with your Regional Sales Manager to request a report

We will require the following:

  • Original trust document or will
  • Supporting information i.e. letters of wishes, deeds of variation, etc.
  • Your outcome requirements

What will I get back?

Expect a full response within 8 working days

A detailed, independent and unbiased report including:

  • The type of trust including its main provisions and powers
  • Income tax, CGT and IHT  treatment of all parties to the trust
  • Options available for the investment of the trust fund
  • Specific response to outcome requirements

DISCOVER MORE

To download our Trust Analysis Service sales aid, click below

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