Your guide to Testamentary Trusts
What is a Testamentary Trust and how does it work?
When creating your estate plan, you may want to consider using a Testamentary Trust – especially if you want additional protection for the assets you plan on leaving to your beneficiaries.
In this guidebook, we introduce you to the basics of Testamentary Trusts: what they are and how they can be helpful. Estate planning is also a complex area though, so it’s vital you seek expert advice for your personal circumstances. If you are contemplating setting up a Will with a Testamentary Trust or need accounting advice, our estate planning team are here to help.
With the help of this guide, you’ll learn about:
- How Testamentary Trusts work
- The advantages and disadvantages of a Testamentary Trust
- The possible tax advantages for your beneficiaries
- How a Testamentary Trust could help protect family assets
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