Trusts

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