Wealth preservation Planning steps to consider when passing wealth in the most tax-efficient way Whether you have earned your wealth,
Hello and welcome to PP Trusts
We are an award winning firm specialising in Family Trust based planning structures that provide bloodline protection and generational planning, to protect wealth, so that it passes in the right direction to chosen beneficiaries and doesn’t end up in the wrong hands.
How we help our clients
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Lasting power of attorney Taking control of decisions even in the event you can’t make them yourself A lasting power
Trusts ’Ring-fencing’ assets to minimise or mitigate Inheritance Tax Appropriate Trusts can be used for minimising or mitigating Inheritance Tax
Making a Will Failure to take action could compromise the long-term financial security of the family If you want to
Lifetime transfers Potential implications of such gifts with regard to Inheritance Tax If appropriate, you can transfer some of your
Residence nil-rate band Owning a residence which is left to direct descendants The Inheritance Tax residence nil-rate band came into
We love technology
Technology allows us to provide modern-day planning advice in the best way possible. It allows us to be more efficient, and more importantly, enables us to react quickly to deliver better client outcomes.