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Family Trusts are Wills that can be set up with a specific trust designed to protect your assets in a specific way.  A specific mechanism used to protect property and those living within it, a will trust is a legal entity created within a will. It allows those beneficiaries to receive income or benefit from the property without being the legal owner. A third party is appointed to manage the will trust on behalf of the beneficiary. This third party is known as a trustee. 

 

This example of planning can be used for children who are not of legal age to benefit from a property, be it the rental value or a sale, whilst having guidance from a trustee who simply manages the trust without financially benefiting from its value.

 

This type of estate planning requires much thought and there are tax implications to consider, as well as health and social care in later life.

 

We advise on all areas of trusts and from robust and sensible planning following our advice, your assets can be protected in the interest of your beneficiaries is the most efficient manner with a long-term view in mind.

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We have numerous happy clients and five star testimonials.

Trusted Team

Your clients will be in safe hands with our experienced team.

STEP Qualified

Our director, Paul, is high qualified holding a STEP qualification.

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