Additional protection for you & your family
A legal trust can be a useful tool for people who want to protect their assets and ensure their wishes are carried out when they pass away. A trust is a legal arrangement where a person (trustor) transfers their assets to a trustee who manages them on behalf of the beneficiaries. It can be a powerful way to ensure your wishes are respected and your estate benefits as much value as possible.
There are several reasons you may wish to consider using a trust, including asset protection from creditors or legal claims, minimising the complexity of probate, and tax benefits for your beneficiaries.
To ensure a trust is properly executed, it is important to work with an estate planning professional who can navigate the legal complexity.
When writing a Will, there may be a desire or a necessity to add a Trust into the Will, to protect assets, or think about a Lifetime Trust. We can advise you on all of your options.
You may be interested in Lifetime Trusts, putting your house (house value up to £325,000 for a single person and £650,000 for a couple) into trust in your lifetime, so that if either of you need care, the house cannot be taken into account for fees. Please ask for more information.
If you want to protect your assets and your beneficiaries, a Trust can be a powerful way of ensuring your wishes are respected and your estate is treated appropriately. These services are highly personalised, so please get in touch so that we can advise you.
Prices for trusts are bespoke – contact us for more information.
We aim to make all of our services as streamlined as possible. We handle all the difficult bits while simultaneously remaining on hand to settle any queries, questions, or comments you may have about the process.
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We’ll meet to discuss your needs and assess your requirements.
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We’ll get to work in the background and finalise the documents you require.
We’re committed to ensuring that you receive the best service and a streamlined process from beginning to end. Get in touch to find out how we can help.
We’re confident we can help you – take a look at our full services list.
