Guardian proactively chooses a beneficiary fund for his children

Fairheads can report on a recent case study, which is particularly interesting because it shows growing awareness among higher-income earners of the tax and savings advantages of beneficiary funds. A couple, both in their forties and the parents of two minor children, had worked for a large financial institution. Tragically, the mother passed away in an accident, leaving the 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 …