Skip to main content
A Simple Guide to Trusts
Make informed decisions for peace of mind
In this guide:
- What is a trust? - Discover how they work, key terms and uses.
- Why have a trust fund? – Find out some of the motivations of choosing to create a trust over other financial solutions.
- Different types of trust funds – We will explain a little bit about each type of trust and some of the reasons
Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice.
Provide your details below to receive your free guide.
From this guide:
Key terms
Settlor
The person who establishes the trust by a transfer of assets. This can be done during lifetime through a deed, or on death via the will.
Trustee
A person entrusted to hold the assets for the beneficiaries. For practical reasons, there is usually more than one.
Beneficiary
The person entitled to benefit from the trust. There may be more than one beneficiary.
Key point: A key point to be aware of is that for a trust to be effective for many of the tax advantages, it is important to give up any right to the assets transferred.
Download the full guide to read more.
Related content
A thorough guide to help support you in preparation for your retirement and provide an insight into investment.
It's important to understand the implications of a Defined Benefit pension transfer.
The pension landscape has changed significantly in the last 20 years or so, as the way in which people work has changed.
Our clients speak for us
Meet our expert team
Copy of Copy of Copy of Copy of Template - People block - list (6.06)
Daniel Lea
Senior Financial Adviser - Chartered Financial Planner, APFS
Daniel helps clients with their financial needs and advises on various aspects of financial, investment, and retirement planning. He adopts a friendly, straightforward approach towards his work, aiming to empower his clients with informed decision-making.
Alex Shields
Partner - Chartered Financial Planner, FPFS
Alex looks to build up a detailed understanding of his clients’ situations which enables him to provide advice tailored to their circumstances. He believes that it’s crucial to communicate in a clear and straightforward manner to put his clients’ minds at ease.
Abby Ivison
Financial Adviser - Chartered Financial Planner, APFS
As a Chartered Financial Planner, Abby offers insight to guide clients with their financial needs. She is passionate about providing friendly, sound, and honest advice in a way that’s easy to understand so that her clients can feel empowered to achieve their financial goals.