Private/ Living Trust
• A Trust is simply a legal relationship created when one person is given assets to hold, in trust, for the benefit of another.
• A Trust is a great tool available for the use of intelligent (not necessarily wealthy) individuals who want to go beyond writing a Will to explore the option of protecting their assets in a way that could help avoid the pitfalls of inheritance tax and the rigours/ inadequacies of the Probate process.
• FCMB Trustees offers a range of Trusts for use, taking into account clients’ Estate Planning, Wealth Preservation, and Privacy needs.
• Setting up Trusts require specific expertise, as well as, a full understanding of clients’ goals and priorities. Our Trust Advisors will work with you to understand your needs and collaborate with other advisors to help you develop a strategic Trust plan.