Two regular priorities for the families that Stonefort work with are succession planning and wealth preservation that balances the needs of current and future generations.
In today's reality, families recognize that many issues outside their control such as social and cultural change, divorce, litigation, tax and ill-health can all have unintentional and unfavorable consequences on their wealth planning.
Trusts can be a useful for a variety of reasons, including:
Increasingly, families are seeking more pragmatic ways of managing such risks and typically they look to professional trustees to provide flexible trust arrangements that protect the family's assets and the interests of those with an existing or future beneficial interest in those assets. Our specialist and highly experienced team are able to offer assistance and advice throughout both the set-up, as well as the ongoing administration of the trusts.