top of page
Trust Header.jpg

Trusts

A Trust is a legal arrangement that ensures your assets are managed and passed on exactly as you intend. They’re especially valuable for protecting children’s inheritance, providing for vulnerable beneficiaries, or safeguarding assets if your partner remarries.

We’re updating our website to better serve. Until then, we’re only a phone call or email away to assist with your legacy planning journey

With a Will you can:

Protect your loved ones and make your wishes clear
 

  • Decide who inherits your estate, and who to exclude.

  • Appoint executors and guardians for your children.

  • Specify funeral wishes.

  • Delay children inheriting until they’re old enough to manage it responsibly.

  • Ensure treasured possessions go to the right people.

We offer professional guidance delivered with calm heads, so you can feel reassured, supported, and in control.

Plan Ahead.jpg
TrustsReason.jpg

Reasons to create a trust

Trusts can be tailored to your family’s needs, providing a strong layer of protection and control.

​

  • Provide a residence or income for a family member.

  • Ensure children inherit when the time is right.

  • Protect assets from creditors or future partners.

  • Reduce tax liabilities.

Contact Us
TrustsTypesFamily.jpg

Types of Trusts we can advise on include:

  • Life Interest / Property Protection Trusts – allow someone to live in a property for life, before passing it on.

  • Rights of Occupation Trusts – flexible occupancy arrangements tied to certain conditions.

  • Flexible Life Interest Trusts – combine income provision with inheritance protection.

  • Discretionary Trusts – give trustees flexibility over how and when beneficiaries receive funds.

Watch our Video on Discrentionary Trusts

Watch our Video on Property Trusts

Get in Touch

bottom of page