One Four Nine Wealth – Guide to trusts
Being prepared for whatever lies ahead.
Building wealth often takes years of hard work, but without proper planning, it can quickly diminish within your lifetime and may not endure for future generations. We aim to collaborate with you to create a well-thought-out plan, ensuring you are prepared for whatever lies ahead.
Importance of Trust and wealth planning
Preserving wealth can be challenging. Threatsinclude unprepared beneficiaries, assetmismanagement, family dynamics, taxation,and legal disputes. However, with sound wealthplanning, these challenges can be mitigated andsometimes eliminated altogether.
Benefits of proper wealth planning
Tax-efficient wealth structuring: Optimise your wealth to minimise tax liabilities.
Risk reduction: Protect your wealth from potential risks.
Liquidity provision: Ensure access to funds when needed.
Confidentiality maintenance: Keep your financial matters private.
Minimised family conflict: Mitigate disputes among family members.
Business succession planning: Facilitate smooth business transitions.
Philanthropic enablement: Support your charitable interests effectively.
Read our compact six-page guide to trusts below.
The Financial Conduct Authority does not regulate on Trust Planning.
