TRUST ANALYSIS SERVICE
WELCOME TO OUR TRUST ANALYSIS SERVICE
We have developed our Trust Analysis Service for Independent Financial Advisers to make a wealth of difference to your succession planning. Why not leverage our expertise to bolster your own knowledge, to ensure you provide a solution based on comprehensive understanding and a depth of experience?
WHAT IS THE TRUST ANALYSIS SERVICE?
Our Trust Analysis Service is designed to equip you with clarity and assurance, so that you can talk about the inner workings of your client’s trust with authority.
Some of the benefits include:
- Establishing the trusts’ tax position and the effect on interested parties
- Understanding the options regarding investment decisions and implications
- Reconfirming your understanding of the trust.
An analysis can be requested at any point during the lifetime of the trust, and will consider the settlor, trustees or beneficiary’s position.
HOW CAN I USE THE TRUST ANALYSIS SERVICE?
Speak with your Regional Sales Manager to request a report
We will require the following:
- Original trust document or will
- Supporting information i.e. letters of wishes, deeds of variation, etc.
- Your outcome requirements.
WHAT WILL I GET BACK?
Expect a full response within 8 working days
A detailed, independent and unbiased report including:
- The type of trust including its main provisions and powers
- Income tax, CGT and IHT treatment of all parties to the trust
- Options available for the investment of the trust fund
- Specific response to outcome requirements.
Download our Trust Analysis Service Sales aid