Tel: 01473 636688 | ray.pettitt@galleonwealth.co.uk
Don’t leave considerable costs and complications, alongside the heartache of grieving If you want to be sure your wishes are met after you die, then
Held for the benefit of a specified beneficiary They’re also known as ‘Absolute’ or ‘Fixed Interest Trusts’, and there can be subtle differences. The settlor
Wide class of potential beneficiaries With a Discretionary Trust, the settlor makes a gift into Trust, and the trustees hold the trust fund for a
Discretion over which of the default and potential beneficiaries actually benefit These are similar to a fully Discretionary Trust, except that alongside a wide class
Family protection policies These Trusts are often used for family protection policies with critical illness or terminal illness benefits in addition to life cover. Split