Safeguard Your Legacy with
Tailored Trust Solutions
Our trusts are designed to protect what you’ve worked
hard to build. Whether you want to secure assets for your family, protect business interests, or reduce inheritance tax, our expert team will guide you every step of the way.
Understanding Trusts:
Protecting Loved Ones
Protect What Matters
Discover the benefits of establishing a trust and how it helps protect your assets and loved ones.
rusts offer a flexible, powerful way to manage and protect your assets for future generations. Whether you’re looking to protect family wealth, support loved ones, or preserve business assets, we provide comprehensive trust solutions that reflect your wishes. With us, you can ensure your legacy is both protected and responsibly managed.
Advantages
of having a Trust
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Protects family wealth from potential risks.
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Ensures assets are managed by trusted individuals.
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Supports vulnerable family members financially.
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Secures business continuity after your passing.
How can we help
Frequently Asked Questions
1. What is a trust, and how does it work?
A trust is a legal arrangement that allows you to place assets under the management of trustees for your chosen beneficiaries.
2. What are the benefits of setting up a trust?
Trusts provide security for your assets, potential tax advantages, and ensure specific asset distribution.
3. How is a Family Asset Protection Trust different?
This trust protects family assets, offering added security from creditors or other potential risks.
4. Who manages the assets in a trust?
Appointed trustees handle asset management, ensuring it aligns with your wishes.
5. Are trusts only for high-net-worth individuals?
No, trusts can benefit anyone who wants to protect their assets and ensure they’re used responsibly.
6. Can I set up a trust for my business assets?
Absolutely. Business and Agricultural Property Trusts allow you to protect business assets for future generations.
7. Is a trust subject to inheritance tax?
Trusts can provide inheritance tax advantages, especially with certain trusts like the Family Asset Protection Trust.
8. How do I know which trust is right for me?
We’ll work closely with you to assess your needs and recommend the best trust for your unique circumstances.
Family Asset Protection Trust
This trust allows clients to place the family home into trust for their children, while still living in the property, ensuring stability for the family. It’s a way to protect the home while planning for future generations.
Pilot Trust
Designed for assets like Death in Service policies, a Pilot Trust can be established with a minimal value (e.g., £10.00). It helps keep certain assets protected within a trust structure and available for specific future needs.
Business Property Trust
This trust is tailored for assets that qualify for Business Property Relief (BPR) or Agricultural Property Relief (APR). It allows assets to be held in trust for children, with a life interest provision for the spouse, optimising inheritance tax benefits and preserving wealth for the family.
