PROTECTING YOUR CASH AND LIQUID INVESTMENTS.

Asset Trust

An asset Trust can be used for cash and liquid investments. There are different types of Trusts to cover investments depending on your aims. Some Trusts will assist in removing the asset from your estate for inheritance tax and other Trusts allow you to retain a benefit from the assets whilst ensuring the assets pass through probate free of costs and timescales.

More information

  • The Trust account can be managed online, by phone or by post.
  • Available in pounds only.
  • Day-to-day debit transactions on this account are: cheque withdrawals; standing orders; Direct Debits; bill payments and electronic payments.

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