Safeguarding Family Wealth from
Unnecessary Inheritance Tax
The Acrobat Trust is the most robust yet flexible family asset protection facility on the market.
£80m+
IHT SAVINGS
1,163
FAMILIES PROTECTED
1,930+
TRUSTS ESTABLISHED
2003
SERVICE LAUNCHED
OUR PROCESS
How We Work
Our straightforward process helps you protect your family’s wealth in five simple steps
Use Our IHT Calculator
Get a quick assessment of your potential Inheritance Tax liability.
Initial Consultation
A 20-30 minute commitment-free call with our trustee staff.
Detailed Assessment
We send you preliminary thoughts on which trusts may benefit you.
Personalised Report
Receive a detailed report outlining recommended solutions.
Establish Your Trust
We guide you through setting up your trust(s).
SOLUTIONS
Our Trust Solutions
Three unique trust types designed to protect your family’s wealth
The Gift Trust
For those with available Nil Rate Band who wish to make a capital gift into trust.
- ✓Uses available Nil Rate Band
- ✓IHT exempt after 7 years
- ✓Reversionary options
Gifts from Income Trust
For high earners with surplus income who can make regular gifts immediately exempt.
- ✓Immediate IHT exemption
- ✓Regular contributions
- ✓No 7-year wait
The Loan Trust
For those without available Nil Rate Band who want investment growth outside their taxable estate.
- ✓No gift required
- ✓Growth is IHT exempt
- ✓Flexible repayments
TESTIMONIALS
What Our Clients Say
Ready to Protect Your Family’s Future?
Start by calculating your potential Inheritance Tax liability, or speak directly with our expert team.