Trusts
Wealth transfer made simple
Our expert trust planning advice helps you secure your wealth, protect your loved ones, and plan for the future.
Simplifying Wealth Transfer
Planning how your wealth will be passed is a crucial part of estate planning. Without the right structures in place, your loved ones may face disputes, costly delays, or large tax bills after you’re gone.
Simply put, knowing how to pass on your assets when you die can be complex. But it doesn’t have to be that way.
Holborn’s trust planning service puts you firmly in control of your wealth. Our team offers clear, expert guidance so your assets stay protected, and passing them on is simple and stress-free.
Common challenges trust planning solves:
- Family disputes over inheritance
- Paying more Inheritance Tax or Capital Gains Tax than you need to
- Uncertainty about how your assets will be managed
- Setting up and maintaining a trust correctly
How We Can Help
Safeguarding your legacy takes more than paperwork; it calls for guidance you can truly rely on.
Holborn is your partner in trust and estate planning. Our reputation is built on clear advice, strong relationships, and measurable results. We provide the support and guidance you need to make the important decisions with confidence.
Here is what sets us apart:
Expat Specialists
Holborn specialises in serving the expat community. Our advisers bring deep expertise in UK and offshore trust structures, guiding clients with even the most complex needs.
Personalised Planning
We shape our advice around your unique circumstances, because personalised trust and estate planning leads to the best possible outcomes.
Highly Regulated
With Holborn, your future is in safe hands. We are fully regulated wherever we operate and uphold the highest standards of compliance.
Global Footprint
No matter where life takes you, our global reach ensures you have access to expert estate and trust planning tailored to your needs.
Features & Benefits of Our Trust Planning Service
Our Trust Planning Services Include
Trust & Estate Planning
Full trust and estate planning advice
UK & Offshore Trusts
Expert guidance on setting up UK and offshore trusts
Trust Fund Setup
Step-by-step support with opening a trust fund
Inheritance Tax Planning
Using a trust to help plan for Inheritance Tax
Ongoing Trust Reviews
Ongoing reviews of your trust and estate plans
The Benefits for You
Reduce Tax Liability
Lower your Inheritance Tax bill and avoid paying extra tax charges
Protect Your Loved Ones
Ensure your family members and loved ones are provided for as you intend
Efficient Wealth Transfer
A smooth transfer of wealth
Control & Flexibility
Maintain control and flexibility over how your wealth is managed
Peace of Mind
Gain peace of mind knowing your estate is in safe hands
Opening a Trust Fund: How It Works
Opening a trust is a simple process. Here is how it works:
Initial consultation
First, we’ll get to know you, your situation, and your financial goals.
Tailored trust strategy
Our trust and estate planning specialists will create a custom plan to protect your assets and help you pass on your wealth.
Setting up your trust
We’ll work with our legal partners to set up your trust and take care of the paperwork for you.
Ongoing support & reviews
We provide ongoing support to ensure your trust and estate plan continue to meet your needs.
Start Planning Today
Take control of your estate, simplify wealth transfer, and protect your family’s future. Speak to our estate planning specialists to learn how you could benefit from opening a trust and get advice on the best options based on your needs.
Trust Fund FAQs
A trust fund is a way to protect, manage, and share your money, property, and other assets. A trust lets you decide what happens to your assets and can help lower your taxes.
Trusts are often included in your estate plan. Trusts let you decide who gets your assets, so they are useful for passing on your wealth. They can also help lower the taxes your loved ones might have to pay.
An offshore trust is set up in another country outside the UK. It can give you tax and privacy benefits, especially if you own things in more than one country. Because offshore trusts can be tricky, it’s important to get help from an expert to make sure you do everything right.
There are different types of trusts, like bare trusts, interest in possession trusts, and discretionary trusts. Each type works in a different way. We’ll look at what you want to achieve and your situation to help you pick the best trust for you.
Certain types of trusts can help reduce the amount of Inheritance Tax (IHT) due on your estate. Some trusts also require you to pay IHT at various points in their lifecycle. Tax rules are often complex. A tax planning specialist will help you understand these rules to manage tax efficiency and compliance.
A will outlines how your assets will be distributed after your death. A trust gives you more control over your wealth. Trusts can be used to protect and manage assets during your lifetime and beyond, often providing tax benefits.
In some cases, you can change or close a trust, depending on the terms of the trust. Book a meeting with one of our experts, and we’ll walk you through your options and give advice that fits your needs.