Many people now realise that the effective way to make gifts and mitigate taxation of legitimately avoidable tax is through good financial planning often incorporating Trusts.

Parkgate have an understanding of the current tax and trust system in the UK. We are able to offer tailored solutions best suited to your current and future financial position.

So think about the following?

• Are you a Trustee? When did you last seek impartial investment advice as you are legally obligated to do?
• Do you hold Enduring Power of Attorney (perhaps for a relative)? If so, are you making effective use of their capital?
• Do you want to reduce an Inheritance Tax Liability?
• In Estate planning, are you making effective use of Wills and Trusts?
• Do you wish to just place some funds into trust for your grandchildren’s further education, or, first house deposit for example?

If any of this could be you then we can help.

We will make our solutions simplistic to understand, effective and easy to administer.