Trusts
Safeguard your assets and plan for future generations with expertly structured trusts.
FCA Regulated
Extensive Lender Panel
Based in Uxbridge
UK Wide Coverage
24hr Response
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Trusts are powerful tools for protecting assets, managing inheritance tax and ensuring your wealth is distributed according to your wishes. We can advise on the right type of trust for your circumstances, from simple protective trusts to complex multi-generational structures.
Types of Trust We Arrange
- Lifetime trusts, protect assets during your lifetime
- Pilot trusts, inheritance tax planning with life policies
- Property protection trusts, protect your share of the family home
- Asset protection trusts, safeguard wealth from claims
- Spousal bypass trusts, protect death-in-service benefits
- Business trusts, succession planning and protection
- Discretionary trusts, flexible distribution for beneficiaries
Why Use a Trust?
- Protect assets from care home fee assessments
- Reduce potential inheritance tax liability
- Protect assets for children from a previous relationship
- Manage how and when beneficiaries receive their inheritance
- Protect family wealth from divorce or creditors
Frequently Asked Questions
Are trusts only for wealthy people?
No. Trusts are valuable for anyone who owns property, has children or wants to protect assets. Many of our clients use trusts to protect the family home, regardless of its value.
Can trusts reduce inheritance tax?
Some trusts can help reduce inheritance tax liability as part of a broader estate plan. We work alongside tax advisers where appropriate to ensure your plan is effective.
Ready to Get Started?
Speak with one of our expert advisers today, initial consultation at our expense, and without obligation.