Trusts

Trusts are set up by the making of a Settlement during lifetime or of a Will (to take effect on death).

Trusts are extremely flexible and so can serve many purposes. The principal ones are:

• As part of a tax planning exercise, to avoid or reduce tax (usually Inheritance Tax).
• To administer assets for young family members, particularly if under 18.
• To protect the assets of family members against claims in the event of divorce or bankruptcy.

Please contact one of our specialists:

Liverpool City Centre:
Richard Bark-Jones or Michael Lamb
Tel : 0151 236 8871 or email: rbj@morecroft.co.uk or msl@morecroft.co.uk

Crosby:
Barbara Rimmer
Tel: 0151 924 9234 or email: bmr@morecroft.co.uk

Woolton:
Chris Morley
Tel: 0151 428 1911 or email: cmo@morecroft.co.uk