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Trust Planning

Whether you want to safeguard your assets for your loved ones, or simply minimise the impact of taxation, GT Wealth designs tailored approaches to ensure your assets are protected.

There are many different types of trusts for different goals. From securing assets, reducing inheritance tax to protecting and preserving assets for minors.

Entrusting someone else with your assets can be daunting, especially when there are so many different trusts available. GT Wealth removes complex terminology and talks you through every step, giving you complete financial clarity and the peace of mind you deserve.

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Our Approach

Every family is different and no two people have identical financial circumstances or goals.

Our advisers will work with you to understand your unique aims before discussing your options. The team will then provide clear direction, so you can choose a trust that will protect both your assets, and your legacy.

Whether looking to reduce inheritance tax, ensure assets are in safe hands or protected until your beneficiaries are of age, then it’s time to start thinking about creating a trust.

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Contact us to gain complete clarity surrounding your finances.

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