Trusts & Estates

Our Trust and Estate department is a serious alternative to solicitors and Banks giving a cost effective service. We are well placed to give the best advice due to the close knowledge of your financial affairs.

Trusts sometimes known as settlements can be created in your lifetime or as a result of provisions included in your Will. Trusts enable assets to be given away whilst retaining some control over them. Income can be paid to different persons with the capital ultimately going to other persons.

There are different types of trust available and we can advise you as to the most suitable trust for your circumstances.

Require further information?

If you would like more information or would like to ask us a question then call us on 01482 881919.
To ask us a question online click here.

cba Financial Services Ltd provides advice on mortgages, investments, pensions & protection and is authorised & regulated by The Financial Services Authority. Your home is at risk if you do not keep up payments on a mortgage or other loans secured on it. Written details are available on request.

cba Financial Services Limited is authorized and regulated by the Financial Services Authority.