Clifton Suspension Bridge

Trusts are effectively a legal framework that are set up by a Settlor.

The settlor decides who will ‘manage’ the trust. These are the trustees.

The settlor decides who will benefit from the trust. These are the beneficiaries.

A trustee can be a beneficiary but a settlor cannot.

Estate Planning Benefits include:

  • Preserving family assets for children and grandchildren in the event of divorce.
  • Protecting assets for a spouse and enabling them to withdraw income.
  • Potentially reducing your inheritance tax liability.
  • Preventing children or individuals from inheriting property outright when they may not be in a position to manage their affairs responsibly but allowing them an income stream.
  • Preventing future generations from paying inheritance tax on your assets.

logo_icon

To book an appointment, please contact us on 0117 923 7652 or click here to use our contact form »


The FCA does not regulate estate planning.

I would highly recommend Churchill Wealth Management (…) I can see me having a long and fruitful relationship with Churchill and I have recommended their services to friends.

Jane, Bristol


Navigation