Inheritance Tax & Trust Planning

Inheritance Tax and Trust Planning in Marlborough and Wiltshire

Trustmark Law are certified inheritance tax planning specialists serving Marlborough and the surrounding Wiltshire area. Organising and planning a trust is an essential part of ensuring that the tax your family and loved ones pay is as efficient as possible.

Inheritance Tax (IHT) can significantly reduce the value of your estate and assets. Establishing and managing a trust is a well-recognised and effective strategy to reduce your inheritance tax liabilities. Setting up a trust also enables you to maintain control over how your combined wealth, estate, and assets are passed on.

A trust is a legal arrangement through which you can transfer your assets and wealth to designated trustees of your choice. These trustees can then manage your assets within the trust, providing control, protection, and tax efficiency. Managing your inheritance tax liabilities is a vital step in securing your loved ones’ futures and ensuring your hard-earned wealth is passed on in the most effective way possible.

Many of our clients in Marlborough and across the wider UK have benefited from rising property values, which have increased the overall value of their estates. In such circumstances, with property equity combined with savings, investments, and other assets, the 40% inheritance tax rate can claim a significant portion of that wealth.

Marlborough and the surrounding areas in Wiltshire and Berkshire boast a fascinating history, with Roman remains, Iron Age settlements, and much more. In the modern era, Marlborough has continued to thrive and grow, making expert legal advice more important than ever. With potentially substantial estates and assets, it is vital to seek professional guidance on inheritance tax and trust planning to ensure your chosen beneficiaries benefit as intended.

Get in touch with our friendly and knowledgeable team today for an initial chat and a free consultation.