Welcome to Sanctuary tax & trust

For many people discussing inheritance planning is a difficult subject. With clear, straight forward advice we have helped thousands of families to protect their assets and provide financial security for their loved ones.

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family asset trusts

A family Trust is a legal document which offers a greater level of protection for your assets, it can reduce Inheritance Tax, offer protection from relationship failure, and can be used to protect your family’s wealth for generations to come.

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inheritance tax

Inheritance Tax is paid on the total value of your assets after you pass, with various tax brackets, exemptions and reliefs, a correctly prepared plan can reduce your tax liability and therefore increase the inheritance you leave to your loved ones.

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Contact us

If you would like to know more about any of our services please do not hesitate to contact us for a free, no obligation consultation.

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wills

A Will is the first stage of planning your inheritance, it documents how you wish your assets to be distributed after you pass, it can have inheritance tax benefits and reduces the stress of dealing with your legal affairs for your family.

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will trusts

A Will documents how you wish your assets to be distributed after you pass. A Trust protects your assets while you are still alive in order for your loved ones to benefit from them later.

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powers of attorney

As we all live longer the need for care becomes greater. Powers of Attorney allow you to decide who you would like to look after your affairs if you were unable to do so yourself.

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our Services

With over 20 years of industry knowledge and expertise we have helped thousands of families to plan their inheritance, be it a simple Will, Powers of Attorney, an Asset Trust or a complex Inheritance Tax issue.

We understand many of our clients will feel uneasy about discussing what happens when they are gone, many will have little knowledge of the complex UK legal frame works involved and even fewer will be aware of any recent legislation changes and how this may affect their inheritance plans. In today’s world simply writing a will is no longer enough to guarantee our assets will be distributed as we would wish and getting the right advice is paramount. By understanding our clients, their families, and their wishes we are able to present straight forward, tailored solutions.

reviews

Below is a sample of the client feedback we receive. If you would like to know about how Sanctuary Tax & Trust Services can help your family, please let us know.

Setting up a family trust had been playing on my mind for some years. I wanted to ensure my home would enable my Sons to purchase a house of their own should my husband & I die. There are so many complications if one partner dies young. Sanctuary being local to me were extremely approachable & down to earth. Gary who came to my home to discuss the trust is so knowledgeable & has been in this profession for over 20 years. He took his time to explain everything, answered every question thoroughly. All the staff in the office are knowledgeable & so helpful. My trust will be reviewed annually with them so it’s always up to date & correct should circumstances change.

Mrs K Hallam – Congleton

Excellent Service

Communication was very good and I was kept updated throughout. The advice I received was very good and explained thoroughly. I would definitely recommend their services and wouldn’t hesitate in using their services again.

Mrs S Leidland – Alsager

I was widowed in 2020 and left on my own. It was at this bewildering time I was contacted by Claire and we arranged a free review of my circumstances. I made a free appointment with Gary and he was very knowledgeable and explained the options I had open to me. We discussed wills, power of attorney and trusts funds and I felt confident in starting the process. I was kept informed throughout and the staff were always very friendly and helpful. My dealing with Sanctuary made a difficult situation easy to deal with. I would recommend their services without hesitation.