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Tax and trust planning

While asset allocation is invariably the starting point for helping clients achieve their goals, effective tax planning is also crucial. Trusts can also play a powerful role in financial planning.

Tax planning with FundsNetwork Trusts

Our wide range of trusts can help with client tax planning needs, especially inheritance tax mitigation. They can also be used to exercise control over the passing of personal wealth to other individuals.

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Important information

FundsNetwork cannot give advice regarding the legal or tax effects of the trusts, and will not accept responsibility for any loss occurring from their use. Independent legal advice should be sought to ensure a trust meets a client’s needs.