COVID-19 Notice: Thomas Carroll remain committed to putting our clients at the forefront of what we do. In light of Caerphilly county being placed under local lockdown from 6:00pm on 8th September 2020, we wanted to remind you that we are fully operational whilst working from home, so that we can continue to provide the same quality service that you normally enjoy from our team. To find a contact number for a member of our team, please click here.

Visit our COVID-19 risk management updates and advice hub here. If you’re in business, we have produced a number of guides, checklists and templates to help with your return to work preparations and ensuring your workplace is safe for your employees in these challenging times.

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Home Services Trust and Estate Planning

Trust and estate planning is about making sure your wishes are followed and minimising the amount of taxes due on your estate after you die. Putting your savings, investments, life policies or assets into a trust can play an important part in estate planning.

When you set up a trust, you will choose one or more trustees to be responsible for the assets. You will also choose one or more beneficiaries who will receive the assets at a time specified by you. Setting up a trust can ensure that, for example, your estate is passed to the right people at the right time.

A trustee takes responsibility for money that has been set aside in a trust for someone else, managing the money on their behalf to use only in their best interests whilst obeying the rules of the trust.

Other Services

Retirement Planning and Pensions

Pension Transfers

Investment Management and Advice

Personal Tax Planning

Critical Illness and Life Cover

Private Medical Insurance

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Further Information

To discuss trust and estate planning, call Thomas Carroll Wealth Management or contact us via the enquiry form below and speak to one of our advisers. We would welcome the opportunity to meet you and discuss, without obligation, the support you need.

02920 853788
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