Trusts Cardiff
Secure your legacy with Sanctuary. Providing expert advice to create trusts that will safeguard your future and assets.
Tailored to Your Needs
Trusts can be an essential tool for protecting your assets and ensuring they are distributed as you intend and can be a powerful tool in achieving your financial and personal objectives. Whether you're interested in setting up a living trust, testamentary trust, or any other type of trust, we will provide you with clear and concise guidance. We'll help you understand the benefits and implications of different trust structures and work with you to create one that aligns with your specific goals, whether they involve wealth preservation, minimising taxes, or providing for loved ones.
Our experts at Sanctuary are well-versed in advising you about trusts in Cardiff that not only protect your assets but also address specific concerns. We understand that planning can be complex, but with our guidance, you can have confidence in one that stands the test of time.
Secure your financial future today
1. Asset Protection: shield your assets from potential creditors and legal challenges, preserving your hard-earned wealth for your intended beneficiaries.
2. Estate Planning: Trusts play a vital role in estate planning, ensuring a smooth and efficient transfer of assets to heirs and beneficiaries while minimizing estate taxes.
3. Privacy and Control: They offer a level of privacy and control that traditional wills cannot match. Maintain confidentiality while specifying how your assets should be distributed.
4. Tax Efficiency: minimise tax liabilities, allowing more of your assets to benefit your loved ones and philanthropic causes.
5. Flexibility: They can be customised to meet your unique financial goals and family circumstances, making trusts a versatile tool in your financial planning toolkit.
Why Choose Us?
Expertise: Our team is made up of highly skilled professionals with a vast amount of experience in trust law and estate planning. We stay in the know with all of the latest legal developments to provide you with the most effective solutions.
Personalised Approach: We understand that every client's situation is unique. That's why we take the time to listen to your concerns and personalise our services to meet your individual needs and objectives.
Client Focused Service: Your satisfaction is our main priority. We always provide you with excellent and reliable service, keeping you informed and empowered throughout the process.
Get in touch with us at
Sanctuary for more information around trusts in Cardiff.
As always, the team at Sanctuary offered a 5-star service. Clear, prompt and ongoing communication throughout the process, Shane and Gareth were highly professional and took the stress away from me. Would highly recommend, and most definitely will be using Sanctuary for all my financial affairs.
Anonymous
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Cardiff Office
5 Neptune Court, Vanguard Way,
Cardiff CF24 5PJ
London Office
86-90 Paul Street,
London, EC2A 4NE
(+44) 02920 482 477
info@sanfp.co.uk
Sanctuary Chartered Financial Planners & Sanctuary Financial Planning are trading styles of Sanctuary Financial Limited that is Authorised and Regulated by the Financial Conduct Authority. FCA Register number 807536. Registered in England and Wales Reg. No 09509709. Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.