Protect Your Family Through Trust Planning

Penguin have the necessary know-how and experience to protect your family assets through our variety of different trust structures.

Trusts allow people to control how their assets move through the generations, keep assets within the bloodline and provide clarity for their spouse and future generations.

Without a trust in place, your assets could quickly become subject to claims from third parties such as the tax man, care fees or a spouse’s future partner.

If you are looking to protect your estate and your family, then it is definitely worth a chat to see how we could help you.

To speak to a member of our expert team simply fill in the form on the right and we will be in touch as soon as we can.

 

Who Can We Help?

  • People looking to minimise taxes paid on their death
  • People looking to protect their estate and assets from third-party claims to keep their wealth for their family
  • People looking to provide financial protection for their spouse after they are gone
  • People looking to protect their pension for their beneficiaries
  • People looking to minimise payable Inheritance Tax
  • People looking to leave money for their grandchildren’s education

Benefits

Experienced case handlers
Experienced case handlers
Legal <br>Know-How
Legal
Know-How
Fixed, Transparent Pricing
Fixed, Transparent Pricing
Superior Communication
Superior Communication
Accredited STEP Members
Accredited STEP Members
Free Initial Discovery Meetings
Free Initial Discovery Meetings