Trusts & Gifting

Trusts provide a structured, tax-efficient way to manage and pass on your assets

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Protect your family’s assets the way you want

Trusts can help reduce estate taxes, making them an effective tool in your estate planning strategy.

A Trust is a legal structure, allowing you to place and manage assets within them. Not only can trusts reduce estate taxes, but they can also save time.

Unlike a will, trusts usually avoid probate, a legal and often lengthy process. By using a trust, your assets can often be passed on quickly. Certain types of trusts may not be considered part of your estate, meaning fewer taxes are applied to your assets.

Some of the benefits include:

  • Greater control: You can specify who gets what and when. Trusts provide far greater control than passing on assets via a will, allowing you to be more precise with the terms.
  • Legacy protection: A correctly set up trust can protect your wealth from being used in a way that you had not intended, such as paying off debts to creditors.

Trusts are designed to give you a greater level of control over your estate and ensure that it is as tax efficient as it can b. Ultimately, this means that you can pass on your estate in a way that you intended, ensuring your loved ones are taken care of when you are gone.

Be aware that trusts are a complex area. Working with a professional is advised to ensure trusts are set up correctly.

At Holborn, we work with our legal partners to help you find the right type of trust based on your needs. We take care of all the complex work and assist you in setting up the trust. So, you can be sure that your assets are in safe hands and securely managed.

For more information on trusts, or if you would like to set one up, please contact our specialists. We are on hand to answer any questions you have regarding trust and estate planning.

To speak with an expert, contact us using the form below.

Why choose Holborn Assets?

  1. Certified Credentials

    Our investment professionals hold a variety of prestigious investment qualifications from recognised professional bodies such as the Chartered Insurance Institute, London Institute of Banking & Finance, Chartered Institute of Securities & Investment and CFA (Chartered Financial Analyst) Institute. We encourage all advisers to keep studying to keep their qualifications relevant and up to date.

  2. Registered and Regulated

    We benefit from appropriate regulation in all our geographical areas of operation and have been operating successfully in the field of investments since 1998.

  3. Strategic Credentials

    Our strategy is about advising our clients on the investments that are best for their individual needs. We appreciate that it is your money, that you have worked hard for it and want to keep it and see it growing. We don’t believe in taking unnecessary risks. That’s why the portfolios we offer are diversified and our advice is focused on ongoing management and a steady hand over the long term.

History and heritage

Holborn Assets was established in 1998 and is widely considered to be the financial services company of choice in the expatriate market it serves. No other independent company can match our expertise or depth of proposition. We have therefore always felt at home headquartered in Dubai, the world's fastest growing City State and one of the economic wonders of the world.

Holborn Assets has regulated operations in Europe, Asia and South Africa. The corporate DNA that has underpinned our growth is simple: we are passionate about helping people put the right money, in the right place, at the right time.

We are a friendly, multi-award winning family company with an international footprint and British values of integrity and respect for all.

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