If we were to transfer existing trusts would already-gained advantages be retained?

Good morning,

If we were to transfer existing trusts to you, would already-gained advantages (seven years period) be retained, please? Thank you.

Hi Jim

Are you asking in respect of moving adviser? If so, then yes there shouldn't be any impact on the trusts themselves.

Are you looking to move adviser? If so, I'd be happy to have a chat to understand your situation, what you're trying to achieve and whether we're well placed to help.

All the best

Jamie