Trust Planning
Service

Trust planning helps you to mitigate tax and gives you control over how and when your wealth is distributed.
Choose the right types of trusts for your needs with expert advice.

Get Trust Planning Advice

Trust and Tax Planning Advice

Identify the types of trusts that are most appropriate for you with our step-by-step approach. You’ll benefit from our experienced and professional advice on each asset.

Different types of trusts might cater for income, such as interest earned on shares and assets, such as money in savings. The broad range of trusts causes many people to ask for our help with trust planning.

To speak to an advisor about trust and tax planning in Cheltenham, Gloucester, St Albans, Hertfordshire, Bedfordshire, Buckinghamshire or surrounding areas, please get in touch with Bees & Co.

We will discuss your requirements and set up a no-obligation initial meeting. For your convenience, we will come to you, or we’re happy to have telephone or online video meetings.

Start Your Trust

FAQs: Setting Up a Trust

Setting up a trust with Bees & Co. starts at £300. This is in balance with the later costs caused by probate and inheritance tax

Trusts protect family assets and can be used to handle the affairs of young or vulnerable people. They are also used to pass on assets, either during your lifetime or beyond. Assets held in trust can not be taken by HMRC or other government organisations.

Just like writing a will, most people will require assistance when setting up trusts, as the process is somewhat complicated. We are here to advise on the best types of trust for you.

If it’s a flexible trust, we can add or remove trustees/beneficiaries as you wish. Just get in touch and let us know that you’d like to change something.

In most cases, the answer is yes. Trusts and wills are handled differently, and the main benefit of a trust is the speed with which your beneficiary will receive the assets.

There are no probate charges on assets held in trusts.

Absolutely. The only people to know will be those you tell.

Trust Planning Advice at your home, on video or by phone

Bees and Co. provide Trust Planning Services from the comfort of your own home.

To make things as easy as possible, we offer home visits throughout the areas mentioned below.
We provide structured meetings to go through all your options and give you plenty of time to think things through.

Appointments are also available by telephone or online video calls.
If you prefer to visit us, our office it is in Bredon, near Tewkesbury, Gloucestershire.

Areas We Cover

We provide Trust Planning Services across Glos. Herts. Beds. and Bucks.

Protect You and Your Loved Ones, Trust Planning in
Three Simple Steps

Get in touch

Arrange an appointment

Your trust is delivered to you

Get in touch

Arrange an appointment

Your trust is delivered to you

Testimonials

“Thanks to Bees and Co for making what we thought was a complicated issue quite understandable and we had a surprising amount of fun in the process”

Mark & Bev - Bristol

“Bees and Co provided my wife and I with a fantastic service. We were pleasantly surprised by the ease and structure of the meeting. Held at our home we felt comfortable and relaxed.”

Alan & Kat - Gloucester

“My Mother sadly did start to become more forgetful and eventually the dementia became worse and worse. If it had not been for Bees & Co then it would have been so hard to care for Mother and execute her wishes.”

Jayne - Cirencester

“It is very difficult to sometimes think of the worst, John thank you again for your help in putting together my trust, I now feel that everything is in place should the worst happen.”

Colin & Tracey - St Albans

“Thank you to John for all your work. You were both professional and sensitive towards our wills and making sure that all was in order.”

Sarah & Peter - Tewkesbury

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