​Not all trusts have to be complicated but it is important to fully understand how they work and what is required to prevent mistakes and problems in the future.

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We have many years of experience in creating, administering and supporting trustees with trust management.

A trust can be set up in your lifetime or in your will. A trust is created when a person (“the settlor”) gives assets to other people (“the trustees”) to hold, not for their own benefit, but for the benefit of others (“the beneficiaries”).

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What are the benefits of placing assets into a trust?

• minimising tax, either during your lifetime or as part of your will planning

• providing protection to inheritance for a vulnerable beneficiary

• protecting funds earmarked for a specific purpose such as a grandchild's education or assistance with a deposit for the purchase of a property

• safeguarding money obtained from an injury claim and helping to ensure that state benefits are not lost

• protecting assets from care fees

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Contact us to arrange a FREE 15 minute consultation to find out how we can help you