Family Gift Trust

Name: Family Gift Trust
Brand: Cross-Border Worldwide
Price: 500.00 GBP
Availability: InStock

£500.00 GBP Save { sale }

Tax included. Shipping calculated at checkout.

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Experience the Benefits of a Family Gift Trust

The Family Gift Trust is an effective financial tool designed to help you plan for your family’s future, ensuring that your loved ones are cared for even after you’re gone. By establishing this trust outside of your will, you can transfer assets during your lifetime while retaining control over how those assets are managed.

One of the standout features of the Family Gift Trust is that, as the Settlor, you cannot benefit from these assets, which not only promotes responsible gifting but also allows for potential reductions in your Inheritance Tax (IHT) liability. Assuming you survive for 7 years from the date of your gift, the assets will be excluded from your estate for IHT purposes.

Choose your beneficiaries and define the terms of the trust
Retain control over the distribution of assets
Protect your family’s inheritance against IHT
Assign conditions that must be met before beneficiaries receive assets

Take proactive steps in safeguarding your family's financial future today with a Family Gift Trust, and ensure your legacy is preserved exactly as you wish.