Legacy Trust

Fairheads Legacy Trust helps family in need

March 2019 By David Hurford, Director: Marketing & Consulting This good-news case study* shows how the Fairheads Legacy Trust product can effectively be used to receive assets from an existing testamentary trust, thus alleviating the administrative burden on those running the trust, such as a lawyer who sets up a stand-alone trust. In 2018 Fairheads was approached by a family …

Legacy Trust

The Fairheads Legacy Trust

Returning to our roots but with a modern twist Many years ago, as far back as the 1920s in fact, Fairheads Benefit Services operated as a trust company for predominantly wealthy families. Our core business was looking after inter-generational wealth, advising on estate planning and administering and investing the assets of high net worth individuals and families. For most middle …