CERTIFIED TRUSTS

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There are numerous benefits to using a third party thrusts company, these include.

Child benefits

Provides bloodline protection of assets

Our solutions enable clients to protect more of their assets within their bloodline and offer protection against common threats such as beneficiaries divorcing, bankruptcy and unwanted gifting.

Provides significant financial benefits

Many of the solutions we provide enable tax benefits, including legitimate IHT mitigation and Capital Gains Tax planning

Provides continuity of advice

The process keeps the financial planner as the key contact and provides continuity of advice to maximise the long term benefits for client families

Your solutions provided by Kassius Wills

We believe that what sets up apart from the myriad of other Trust providers, is that we provide tailored solutions and advice, not just a product or legal document.

Financial Trusts

Our Financial Trusts solutions are typically family controlled and guaranteed by our legal partners. They deliver bloodline protection and IHT benefits.

  • Asset Preservation Trusts
  • A range of propose designed death benefit Trusts to protect Death in Service payments, SIPP funds and personal pensions (including those in drawdown) following a client’s death.

  • Assurance trusts
  • A range of purpose designed Trusts to hold the death benefits from a client’s life assurance policies, including policies with critical illness payments and relevant life plans.

  • The multiple bond trusts
  • A purpose designed Trust to hold bonds from multiple providers which are not currently held in Trust. Available for absolute transfers or where clients retain “income” rights.

  • Gift and Loan Trust
  • A purpose designed Trust to hold gift and loan sums that can receive repeated transfers from the client estates. Ongoing maintenance of the Trust is required.

  • The Education Trust
  • A purpose designed Trust to make effective provision for all levels of education funding.

Estate Planning

Our plan frameworks are typically family controlled and utilise Trust and Will precedents developed by our legal partners. These frameworks deliver leading edge planning and provide significant benefits to clients and differentiates the financial planner value proposition. The frameworks are also flexible allowing clients to easily change the distribution of their state.

  • Gifting Trusts
  • A purpose designed Trust which can be used by a client with protective transfer of assets to their chosen beneficiaries including tax benefits equating to £40,000 for every £100,00 directed thorough the Trust. Advice is key for compliance with HMRC requirements and the maximisation of the protective benefits. Once established the Trust can be used repeatedly.

  • Property Trust
  • A purpose designed Trust which can be used as part of a client’s protective transfer of property assets to their chosen beneficiaries. It is suitable primarily for unencumbered properties. Advice is key for compliance with the complex tax issues regarding property (SDLT and CGT) as well as HRMC requirements and the maximisation of the protective benefits.

  • Beneficiary Protection Trusts
  • A purpose designed framework targeted for estates of up to £650,000. The framework delivers lifetime benefits as well as shielding and protecting the residual estate of the first partner to support the surviving spouse. This framework can also be used to protect modest lifetime transfers to beneficiaries (including bonds) as well as residual estate values on death.

  • Beneficiary Protection Trusts
  • A purpose designed framework targeted for estates of up to £650,000. The framework delivers lifetime benefits as well as shielding and protecting the residual estate of the first partner to support the surviving spouse. This framework can also be used to protect modest lifetime transfers to beneficiaries (including bonds) as well as residual estate values on death.

  • Married Couple Legacy
  • A purpose designed framework targeted for estates of up to £650,000 or more delivering lifetime benefits whilst shielding and protecting residual estate inheritances for intended beneficiaries when the second spouse dies. This framework can be used to protect lifetime transfers to beneficiaries as well as residual estate values on death.

  • Flexible Life Interests Trusts
  • A purpose designed framework targeted for married clients with larger estates of £800,000 or more. The bespoke client frameworks deliver lifetime benefits whilst shielding and protecting “Nil Rate Band” values of the first to die and the residual estate of the second partner leaving inheritances protected for intended beneficiaries when the second spouse dies. This framework can be used to protect lifetime transfer to beneficiaries as well as residual estate values on the death of the second partner.

  • Business Trust
  • A comprehensively designed solution for clients with qualifying Business Assets and other estates assets delivering significant additional tax planning opportunities, which are frequently overlooked as well as protective family succession. The framework consists of Business Planning and is always created with either an appropriate Trusts solicitors.

Simply call: 020 8445 0246 or

complete an enquiry form.