A Trust is an agreement under which money or other assets are held and managed by one person for the benefit of another.
Through the utilisation of a Trust arrangement, Killik Asset Management can assist you in achieving control over what happens to your Estate and ensure your assets are held securely for whomever you wish to benefit.
Why would you need a Trust?
You may wish to:
- Cater for the contrasting needs of different beneficiaries - for example you might wish for your spouse to receive the income from your estate during his/her lifetime and for the capital to then pass to your children after his/her death
- Ensure assets pass to your intended beneficiaries, particularly in the case of second marriages where children are involved
New to Killik Asset Management?
T: 020 7337 0008