Why Might Trusts Be Used?

Trusts are used as a way of managing your assets. You can place assets in Trust while you are alive; or pass them on when you die, with a ‘Will Trust’.

For example, you may not want a beneficiary to inherit your estate too young, preferring their inheritance to be spent on a first home rather than a fast car.

With a Trust you continue to have a say about what should happen to your estate after your death.

With A Trust You Can:

Defer an Inheritance

Defer an inheritance until they are older, say 25.

Prevent Sideways Disinheritance

Occurs when an intended beneficiary(s) doesn’t inherit their share of an estate due to remarriage. 

If you die and your partner re-marries and then dies without making a Will; your children’s inheritance could pass to the new family leaving your children with nothing.

Lend Trust Capital

Lend Trust capital to a surviving spouse or other beneficiary.

Protect Capital

As capital within a trust is not part of a potential beneficiary’s estate for Inheritance Tax purposes, it allows tax-efficient wealth planning.

Protect Family Wealth

Protect family wealth from future financial settlements on divorce. 

Tax Planning

Potentially benefit from tax planning opportunities. 

Hold a Disabled Beneficiary’s Inheritance

A potential beneficiary’s assets in a Trust will not be taken into account when calculating their entitlement to support from the Local Authority.

Protect A Vulnerable Beneficiary

If someone is financially vulnerable a Trust can protect their inheritance.

In Trust Now

or Reinforce

Your Will

with a

Trust!

Our Premium Will and Trust service is delivered by one of our Estate Planning Consultants who considers your wealth, your beneficiaries’ lifestyle and their requirements.

They focus on helping you to meet a surviving partner’s financial needs and whether your family can best be protected with a Trust.

Easy Access to specialist expertise

providing a better service for less money

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Will Trusts are tried and tested, as they have been around since the Romans. More recently, Trusts made during one’s lifetime have been around since the Crusades.

Land would be held by Trustee for the benefit of the original owner on his return from the crusades. Enshrined within law, Trustees must act within the trust’s terms and in the best interests of the beneficiaries.

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