Watch our latest Video – Trusts and their role in wealth preservation

Our experts discuss the role of trusts

Trusts have been around for centuries. In this session, our Private Client Partner Bruce Clarke and Darren Berry of Strategic Wealth Management discuss their use, along with when and where they still have their place.

Acknowledgements

With thanks to Strategic Wealth Management for the original production of this video. Watch more insightful videos on wealth planning from Strategic Wealth Management here.

We are here to help

Bruce Clarke leads Rix & Kay’s Private Client Team and is a full member of the Society of Trust and Estate Practitioners (STEP). Our specialist Later Life Team and Wills Estate Planning Team provide expert advice and information, including:

• The administration of estates
• Creating trusts and their administration
• Will drafting
• Estate & Tax planning
• Lasting Powers of Attorney and Enduring Powers of Attorney

For more information or if you would like assistance please contact bruceclarke@rixandkay.co.uk or call 01732 440853