Q & A

 

There is no way we can answer all the questions that may arise in respect of estate planning and trusts however we have included in this page some questions and answers to common questions and keep this updated regularly.

ARE THERE DIFFERENT TYPES OF TRUSTS?
Over recent years there has been a move to modular trusts whereby investment assets for example are held in a different trust to the family home. There are arguments for and against and the possibility of a modular trust structure will be discussed with you if it suits your circumstances.

 

 

DO I NEED TO SEE MY LAWYER?
Tactics Group Ltd are specialist providers of all estate planning and trust services. Their experience puts them in the position of being more knowledgeable on this topic than many lawyers and accountants. Having said that Tactics Group works closely with lawyers and accountants and never hesitates to seek advice when needed to provide the best solution for the client.

 

 

HOW EASY IS IT TO SETUP A TRUST?

All that is involved is an interview and discussion to enable us to tailor your trust to suit you particular family circumstances. We will also discuss with you the preparation of Wills and Powers of Attorney so that you have a complete future planning package.

 

 

WHAT ARE THE RISKS?

There are no risks. A better question is what are the risks if I do nothing? These risks are considerable. You need to understand the risks of doing nothing and then make your decision. An interview with our trust consultants will enable you to make this risk assessment.

 

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