Trusts

With professional help, the great majority of trusts are straightforward to set up and offer a variety of people many financial benefits. Killik & Co Trustees Ltd specialises in the design and management of a range of trust types, from the simple to those involving complicated legal and tax-related issues.

Why would you need a trust?

 

You may wish to:

  • Ensure your assets are held securely for whomever you wish to benefit
  • Plan in case parents die prematurely and leave a minor child or children
  • Cater for the contrasting needs of different beneficiaries - for example you might wish your spouse to receive the income from your estate during his/her lifetime and for the capital to then pass to your children after his/her death
  • Ensure assets pass to your intended beneficiaries, particularly in the case of second marriages where children are involved

 

Killik & Co wins Wealth Manager of the Year 2010