Our goal is to help clients protect, preserve and produce wealth. Trusts are one of the most common tools that we use to help us to do this.  There are many benefits in using Trusts when planning how to protect and ultimately distribute the wealth that one has established over a lifetime.

Whilst trusts can be costly to set up and run, the benefits can often far outweigh any disadvantages. For example, the savings in Inheritance Tax that can be achieved through the use of Trusts can vastly exceed the cost of the Trust itself.

Wilcocks & Associates are unique because our legal team can liaise with our wealth management department in order to construct a plan which takes into account both legal and financial aspects. This way we can build a comprehensive plan, based on different considerations of the two departments, which is holistic and robust.

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