Trusts
Protect your assets and loved ones with confidence. Our team can help you set up a trust to manage and safeguard your wealth, now and for the future.
A trust is a legal arrangement that allows you appoint someone to look after assets on behalf of your beneficiaries. It is a powerful way to plan for the future, ensuring your wishes are carried out – while providing security and peace of mind for you and your family.
What is a Trust?
A Trust can help you protect your assets, provide for loved ones, and ensure your wishes are carried out exactly as intended. Whether you are planning for the future, safeguarding wealth, safeguarding a vulnerable person or managing inheritance, a Trust gives you greater control and peace of mind.
Why should I set up a Trust?
Some reasons to set up a trust are that you:
- Want to protect your assets for future generations
- Are planning to mitigate inheritance tax
- Have vulnerable beneficiaries or dependants with specific needs
- Own property or a business and value structured succession planning
What to expect.
Initial Consultation
We discuss your goals, the assets you wish to place in trust, and your chosen beneficiaries to provide tailored advice and a clear fee estimate.
Drafting the Trust Deed
We prepare a draft Trust document based on your needs and send it to you for review and approval.
Review and Amendments
You’ll have the opportunity to make any changes before we finalise the Trust deed for signing.
Signing and Execution
We arrange a meeting for the Trust to be formally signed, ensuring all legal requirements are met and your intentions are accurately recorded.
Storage and Support
We store the original Trust document securely and provide you with certified copies. We’re also available to support you or your trustees with ongoing advice.