• Welcome to Claremont Wealth

Our Services

Trusts

At the Claremont Group we provide international structures to protect family assets. Protecting the family ‘estate’ is fundamental to long term financial security, at Claremont we do not just provide for our clients today, but work to protect and assist future generations by diligent planning and structuring.

A trust is a relationship whereby an asset, such as a property, is held by one party for the benefit of another. A trust is created by a settlor, who transfers assets to a trustee. The trustee holds those assets for the trust’s beneficiaries. Trusts exist mainly in common law jurisdictions and similar systems existed since Roman times.

The establishment of a trust has become far more common in recent times as they create many tax planning advantages. An array of assets can be held within trust and Claremont host, along with partner institutions, events and seminars to give you varied levels of technical explanation on how trusts works and if they may be suitable for you.

If you would like to attend one of our partner seminars in Mayfair London (UK), please connect with our global head of events on linkedin @claremont-wealth for an invitation or, email us events@claremontwealth.com

  • Are there any allowances in the UK for death tax?
    There is a £325,000 nil rate band at present and is inter-spousal i.e. if the property is jointly held with the spouse then the rate is £650,000 (2 x £325, 000).