Preserving your wealth

Trusts

Over the generations, private clients have created Trusts so that wealth can be held centrally, securely and in a tax efficient manner by Trustees on behalf of specified beneficiaries and for their future benefit, at an appropriate time. In addition, Trusts can facilitate charitable giving and simplify estate planning.

Foundations

A private legal entity, with its own legal personality, set up for charitable or non-charitable purposes, a foundation is administered by a council of members under contractual principles.

Company

By incorporating a private company to acquire UK or international assets, such as investments, real estate or intellectual property, an individual may protect and hold these in a separate legal entity in a confidential and tax efficient manner.

Contact us to arrange for a discussion with our fiduciary specialists about your individual requirements:

Sarah Hanna       Tel: + 44 (0)1534 613082      
                                Email: Sarah.Hanna@kleinwortbenson.com

James Cairney    Tel: + 44 (0)20 32077004     
                                Email: James.Cairney@kleinwortbenson.com

Meet the Team who are currently shortlisted for ’Institutional Trust Company Team of the Year’  - STEP Private Client Awards 2010.