When clients come to us for trust services, we begin with a comprehensive assessment of their financial situation and objectives. We work closely with you to understand your intentions for the trust and your overall estate planning goals. This thorough understanding allows us to create and manage trusts that align perfectly with your wishes and ensure effective asset protection.
KS Wealth, are committed to fixed fees and caps for our services which makes us a leader in modern financial services, as we believe it can take the same time regardless of the amount invested or complexity of the advice to provide value for our services. Get in touch with us for a quotation as each case is bespoke to each of our client’s requirements.
Please note that the Financial Conduct Authority do not regulate Trust Planning.
Our trust services cover a broad spectrum of needs, including setting up various types of trusts such as discretionary trusts, family trusts, and charitable trusts. We guide you through the process of establishing these trusts, explaining their benefits and implications. Our goal is to help you choose the right type of trust that suits your unique circumstances, whether it’s for tax planning, asset protection, or charitable giving. We can assist in answering key questions such as:
What type of trust is best for me?
Who should be a trustee?
How to register a trust with HMRC?
What are my responsibilities?
A key strength of KS Wealth is our commitment to ongoing trust management and administration. We handle all aspects of trust administration, from managing assets and making distributions to ensuring compliance with legal and tax requirements. We provide regular updates and reviews to ensure that the trust continues to meet your goals and adapt to any changes in your personal situation or relevant laws.
Moreover, we operate with transparency and integrity. We make sure that you fully understand the roles and responsibilities involved in trust management and provide unbiased advice. Our fiduciary duty ensures that we always act in your best interest, fostering a relationship of trust and reliability.
At KS Wealth, our trust services are designed to be a cornerstone of your wealth management strategy. Our personalised, comprehensive approach and dedication to meticulous administration provide peace of mind, knowing that your assets are well-protected and managed according to your wishes. With KS Wealth, you can be confident that your trust is in capable hands, allowing you to focus on what matters most.
