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  • Overview

    The answer depends on the way their wealth is structured.

    Jeremy PassmorePrivate Client Partner, speaks to Spear’s magazine about protecting children ‘beneficiaries’ who are set to benefit from the trusts made by their wealthy families.

    Following an interesting recent case the High Court had to address an issue which confronts all wealthy families, namely the extent to which children should be aware of the extent of the wealth of their parents and the amount of their own entitlements and expectations.

    Read the full article published in Spear's (online): Should you tell a child they're worth a lot of money?

  • Related Services

    Wills & succession

    A Will is an essential part of your personal financial planning.  

    Trust creation

    Creating a trust can have significant tax and other advantages. We advise on the Inheritance Tax and Capital Gains Tax implications of setting up a trust, and assist trustees with trust management.  

    Trust management

    Inheritance Tax advice

    Capital Gains Tax advice

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