The principle of trusts began centuries ago when people would assign their assets and valued items to a trusted person — a trustee — before going to war.
Today, a trust remains an agreement between an owner of assets and the chosen trustees. The trustees legally own the assets of the trust, but are not allowed to benefit themselves — unless they have also been named as beneficiaries. The trust’s main value is in its ability to keep your estate out of probate after your death, and ultimately reduce its inheritance tax liability.
In recognition of the vital role trusts play in modern financial planning, Tankard Wealth Investment Managers fosters UK and Offshore relations with partners who specialise in the provision of trustee services. Depending on your circumstances, selecting the correct jurisdiction for your trust is crucial, whether that be the laws of the UK or indeed another jurisdiction that enjoys complete autonomy in its internal affairs, including taxation and other legal issues, this may have benefits to managing your wealth as effectively as possible.
Tankard Wealth has been established to forge lasting relationships with clients, providing services and an extensive range of solutions. We partner with a suitable trustee who represents your interests and ensures due regard is given to your wishes, and how you desire the trust to distribute its benefits to your beneficiaries. In all cases these wishes are discussed in detail and placed on record, discretely and confidentially.
Our Trustee Services form an integral part of our Investment Management proposition to include;
Defined Contribution Schemes/Trusts for Corporations and Employees
Self-Invested Personal Pensions (SIPPs)
Qualifying Recognised Overseas Pension Schemes (QROPS)
Qualifying Non-UK Pension Scheme (QNUPS)
Trusts for Family
IHT Planning
Charity, National and Ecclesiastical Trusts