Trust & Estate Planning

When it comes to protecting your family wealth, it’s important to have experts by your side.

Trust and estate planning is 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.

When you set up a trust, you choose one or more trustee to be responsible for the assets.  You will also choose one or more beneficiaries who will receive the assets at a time specified by you. Setting up a trust can ensure, for example, that your estate is passed to the right people at the right time.

A trustee takes responsibility for money that has been set aside in a trust for someone else, managing the money on their behalf to use only in their best interests, whilst obeying the rules of the trust.

Our consultants will:

  • Create family trusts
  • Powers of attorney
  • Probate
  • Establish wills

Ascend Executive work with many award winning partners to help clients plan to achieve their desired lifestyle.

Once achieved, we help maintain and protect your desired lifestyle throughout all life’s trials and tribulations with a bespoke service at your disposal.

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