“This is the 9th year in a row that GSI Wills & Trusts has been recognised and a proud moment for us all” said Paul Mitchell, GSI Director. “GSI Wills & Trusts offers typically family-controlled precedents developed by our legal partners that are flexible enough to allow you to distribute your estate as and when you wish – We tailor each solution to suit your individual needs.” Said Paul.
If you are looking for any advice or assistance, please contact GSI for any needs today:
Single Person Beneficiary Protection Plan
- Bloodline protection
- Provides a framework for next generation tax benefits for beneficiaries
- Protects lifetime gifting to beneficiaries
- Married Couple Beneficiary Protection Plan
Bloodline protection
- Protects Nil Rate Band values of the first spouse to die and the residual estate of the second spouse
- Protects inheritances for intended beneficiaries when the second spouse dies
- Protects lifetime gifting to beneficiaries
Protective Gifting Trust
- Protected lifetime transfer of assets to your client’s chosen beneficiaries
- Provides tax benefits equalling £40,000 for every £100,000 directed through the Trust
- Once established, the Trust can be used repeatedly
Specialist Trust Planning
We offer a range of planning solutions to address the specialist needs of business owners and those with additional properties or buy-to-let assets, which deliver:
- Protective family succession
- Significant additional tax planning opportunities
