Trusts serve as powerful tools for asset protection and tax management, offering flexibility and tax benefits for families and businesses.

A discretionary trust allows the trustee to hold and grow assets (e.g. from investments) and to distribute income to the beneficiaries.

A key advantage of a discretionary trust is its adaptability where the terms of the trust can often be modified to accommodate changes in family dynamics, financial conditions, or legal requirements.

This guide outlines the benefits of a discretionary trust, the key documents and the next steps involved.

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