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Bournemouth office at Richmond Point

Private Client Services: Trusts

Trusts and Settlements have a variety of uses from tax avoidance to the protection of assets. They may be complex structures to cater for a variety of assets or beneficiaries or simple arrangements e.g. to protect a vulnerable child or relative; used properly can provide great benefits.

When might you use one:-
  • In order to save taxes, particularly Inheritance tax
  • In safeguarding assets for children and young adults who will inherit them
  • To create a charitable vehicle

At Steele Raymond LLP we have considerable knowledge & experience of all kinds of trust and settlement, to ensure we set up the right type of vehicle for you and your family. Our team will advise you on the detailed legal and tax points using plain English.

Members of the Team include:

Please contact:


Thu 21st August

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Steele Raymond LLP Registered in England Number OC311376
Registered Office:- Richmond Point • 43 Richmond Hill • Bournemouth • BH2 6LR • Tel: +44 (0) 1202 294566 • Fax: +44 (0) 1202 552285
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