Helping private clients to protect their wealth.
We provide a range of easy to understand, bespoke, family controlled Trust solutions
that could save your family thousands of pounds by planning now for the future.
Wealth preservation planning involves the protection of your estate from tax and
other social impacts, both during your lifetime and for future generations.
Our Trusts deliver maximum tax benefits to protect estates from unnecessary
taxation, thereby protecting wealth as it passes down through future generations.
By using Trusts you can be assured that the full value of your estate will pass to your
chosen beneficiaries protecting your partner, children, and grandchildren - giving you
peace of mind. All of our Trusts are individually written and guaranteed by our
specialist legal partners.
To find out more about how trusts work or how you can use them as a tool for the
benefit of your family, please get in touch. One of our advisers will walk you through
the process and explore how this solution might be right for your needs.
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Dragonfly Trust Services Limited
020 8662 6868 firstname.lastname@example.org