Trust investments

Trusts are a way for you to ring fence assets – so they are used only in the manner you decide. They can also be effectively used as part of an inheritance tax planning programme.

Some of the ways trusts can help

Trusts can be used for a wide range of purposes. Here are just some of them:

• Protect assets for future generations
• Crystallise gains and losses on an investment portfolio, and remain invested in a tax efficient manner
• Ensure children from previous marriages are treated equitably
• Make arrangements for long-term dependent children or adults
• Protect assets against local health authority claims

How do our trust investment services help?

We have a wealth of experience in establishing trusts for our clients and acting as trustee of their trust funds.

• Specialist knowledge – we have been administering trusts for more than 100 years
• Personal attention – you will deal with a named specialist in our trusts division
• Security – we are regulated and authorised by the FSA
• Stability – unlike an individual, we will always be there to act as trustee

Find out more

To discover how our trusts service could help, contact your Private Banking Manager.