For centuries, the very wealthy have utilised Trusts so that their wealth is protected from being lost through taxation (Inheritance Tax), Divorce, Bankruptcy and other threats. Through their use of Trusts they have managed to preserve their wealth so that their families stayed in control of their assets for good.

At Keep Trust Planning, we believe that Trusts should not just be for the very wealthy and they shouldn’t be over-complicated or expensive.

Today, most families have assets that are worth protecting and there are ever more threats to modern Estates especially as we get older.

Keep Trust Planning works in association with Countrywide Tax & Trust Corporation Ltd who’s Directors are full STEP members.

Sam Francis

owner, keep trust planning

trusts are more common than you think

Its quite possible that you already have a Trust arrangement in place.

 In this short video we explain why Trusts are quite common. We look at the history of Trusts and explore why they are being utilised by ordinary families to protect their assets from Care Costs, Remarriage and even Divorce and Bankruptcy. 

What our clients say

For us it was all about making sure that our little ones were going to be taken care of and won’t have to worry about money. But not only was Sam able to help us with that but he also got us sorted out with our Powers of Attorneys as you never know when they might be needed.

It is a great comfort to know that we have those boxes ticked now and we can get on and enjoy our lives.

Erin
Abingdon

It took me and my husband a long time to get round to doing our Wills. We thought it would be very expensive and complicated because we have property in India as well as England.

We had a meeting which went on for about an hour and after that we knew exactly what we needed to do to makes sure everything was set up right so that ourselves and our children will be looked after.

Pushpa
Oxford