Protecting your assets for the next generation
Planning for the future isn’t just about writing a Will – it’s also about making sure your money, property and other assets are dealt with in the best possible way.
Trusts can sound complicated, but at their heart they’re simply a practical way of protecting assets and looking after the people who matter to you. Whether you want to provide for your children, plan for the future, or manage inheritance tax, a trust can offer peace of mind.
We make trusts simple. We’ll listen to your goals, provide you with expert advice tailored to your family, explain your options in clear, everyday language, and help you choose what works best for your circumstances.
Trusts can be used to:
- Protect your home or savings for future generations
- Provide for children or grandchildren, including those under 18 without giving them full control of the assets
- Protect assets for a vulnerable or disabled member of the family
- Manage inheritance tax more effectively
- Control how and when loved ones receive their inheritance
- Protect family wealth across generations
- Safeguard assets in the event of divorce or financial difficulties
We don’t believe in a one size fits all approach. Instead, we focus on what’s most important to you – whether that’s looking after your children, protecting your home or planning your estate tax efficiently.
Our trust services include:
- Advising on the right type of trust for your needs by explaining how the different trusts work in clear, straightforward language
- Drafting trust documents and ensuring everything complies with the law
- Advising you on the Trust Registration Service and assisting you with HMRC requirements
- Advising you on your duties and responsibilities as a trustee
- Acting as a professional trustee if you’d like independent support
- Helping with the ongoing administration and management of trusts
Trusts are a powerful way to protect your family’s future and getting them right makes all the difference. Whether you’re considering your first trust or need help managing an existing one, we’re here to guide you.