These trusts forms and guides are based on Novia Financial plc’s understanding of UK law and HM Revenue and Customs’ practice as at 6 April 2018. 

Novia financial plc cannot accept any responsibility for its interpretation of the law and tax implications. 

These guides are given on the strict understanding that potential investors will take independent professional legal and tax advice before taking, or refraining from taking, any action in connection with this guide and before creating any trust.

The guides provide a potted summary of the key issues. It is not intended to cover every conceivable implication of the trust.

Bare Trust

Discretionary Trust