Trusts & Estate Planning

Almost everyone has an estate of some form, proper planning can greatly reduce any complications.

Trusts & Estate Planning

Make sure the trust looks after the people you want it to

Trusts & Estate Planning

Estate planning is all about making sure your wishes are followed, and minimising the amount of taxes due on your estate after you die. Putting your savings, investments, life policies or assets into a trust can play an important part in estate planning. 

A trust is a legal entity that has control over assets for the benefit of one or more people and there are different types of trust which can be set up according to what you intend to achieve.  When you set up a trust you will choose one or more trustee to be responsible for the assets.  You will also choose one or more beneficiary who will receive the assets at a time specified by you.  Setting up a trust can ensure that, for example, your estate is passed to the right people at the right time, and may be able to reduce inheritance tax liability.

This isn’t a straightforward topic which is why you may want to speak to us for guidance on making your savings and investments tax-efficient using trusts, and to find out how to start estate planning for your loved ones’ future.  

Questions you might like to ask us

  • If my money is in trust, who can still access it?
  • Who will administrate a trust after I die?
  • How do I make sure the trust looks after the people I want it to?
  • Who will look after my trust while I’m alive?


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Mr O’Neill - Greenock

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"I recently engaged Resolute Financial Advisers' services for a review of my personal pension. Over a couple of meetings Stuart Alexander assessed my current circumstances and we discussed my requirements with regards to retiring.
Stuart is very easy to talk to and patient, taking time to explain what was involved in the whole process. In only a couple of weeks my new pension plan was in place and I have the peace of mind that we will meet regularly for reviews."

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Mr Paton - Saltcoats, Ayrshire

Protection Advice
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Resolute Financial Advisers is a Limited Liability Partnership, Registered in Scotland, No: SO304424. Partners are Stuart Alexander and Kevin Orr. Registered Office: 10 Sullivan Way, Cumnock, KA18 1UH.

Resolute Financial Advisers LLP is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register https://register.fca.org.uk/ under reference 708063.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.