Sometimes a standard Will isn’t sufficient to properly protect your estate. If this is the case for you, we can advise on and arrange a variety of Trusts including Property Protection Trusts, Flexible Life Interest Trusts, and a range of Discretionary Trusts. These can help with:

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  • Inheritance tax planning.

  • Protecting your children’s inheritance from being lost if you die and your spouse remarries, or from being used on a spouse’s long term care fees.

  • Placing your estate in the best position to benefit your family through the generations after your death.

  • Making sure a disabled or vulnerable child’s inheritance is managed by trusted people so that their circumstances are taken into account upon distribution of assets.

We provide Trusts not only to those specifically looking to have one in place - we also assess each client’s circumstances to check whether they can benefit from more complex estate planning than provided in a standard Will.

If you want advice on Trusts please give Mark a call on 07973 791801, or Nick on 07786 041908.