Estate Planning & Trusts
Estate planning involves organizing your assets to ensure they are managed and distributed according to your wishes, with trusts serving as a powerful tool to shield your family’s inheritance and financial security.
Create a Trust and Secure Peace of Mind for Your Loved Ones
All our trusts are bespoke, crafted with care through personal consultation, to meet your unique needs. Our Family Protection Trust minimizes inheritance tax, our Pilot Trust ensures inheritance insurance & our Asset Protection Trust shields your assets from care home fees. Together, these trusts offer tailored solutions to protect your estate, save on probate costs and provide peace of mind for your loved ones.
PILOT TRUSTS
Protect your inheritance tax insurance policy from falling into your estate for IHT purposes with our bespoke pilot trust from
£ 695
Call our legally trained Trust team to draft your Pilot Trust
ASSET PROTECTION Trusts
Is the prospect of losing your home to care home fees a constant worry. Asset Protection Trusts can prevent or minimise large fees
£ 1595
Let our professional Trust team review your estate & plan your options.
Family Protection TRUST
£ 2000
Call our specialist Trust team to review your estate & plan your options.
Frequently Asked Questions
Protects in case of incapacity
The trust must be created when the person is mentally capable of agreeing to the document, or it won’t be legally binding. When the person dies or becomes incapable of handling their financial affairs, the trustee or successor trustee takes over.
Can save costs related to probate
The court-supervised process that manages the distribution of your assets when you die. Assets held in trust typically aren’t subject to probate, which can be a long, costly process.
Preserves privacy
Probate proceedings are usually public record, but assets in a living trust can avoid probate and maintain privacy.
Generally takes legal precedence over wills
Living trusts are effective once signed and funded while you’re still alive and they usually aren’t subject to probate, so they’re less likely to be contested after you die.