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Will Trusts

Will trusts protect your assets and loved ones by addressing potential vulnerability in your estate. If you have children from a previous relationship, property you wish to protect or a vulnerable beneficiary, adding a Will trust may be beneficial.

Experienced in helping with complex situations

Sometimes people's circumstances are a little more complex, and they need additional trusts to help address a particular issue. Speak to your consultant if you feel it may be beneficial to add one of the following trusts to your Will:

LIFE INTEREST 

Allows you to protect the capital of any property, cash assets and other investments for your ultimate beneficiaries, such as your children, whilst giving the income to your spouse or partner for life.

PROPERTY PROTECTION

Allows your spouse or a partner to continue living in, or have a beneficial use of your property (or a share of it) for life, whilst ultimately keeping it safe for someone else such as your children.

Providing for children from a previous relationship

Protecting your home from care home fees

Single: £350Mirror: £675

Single: £350Mirror: £675

RESIDENCY

Allows someone such as your partner to continue living in your solely owned property, either for life or for a period of time, whilst ultimately keeping it safe for someone else such as your children.

DISCRETIONARY

Allows you to leave assets for the benefit of a vulnerable beneficiary (e.g. someone with a learning disability) to be held by trustees who can then protect the beneficiary from being taken advantage of.

Ensuring your partner can stay in your property until their death

Protecting an inheritance for a vulnerable child

Single: £325Mirror: £600

£350

* We can quote for couriering your documents to an address outside of the UK if required.

Suitability for a home visit is dependent on the size and complexity of the estate, and will be assessed on the initial phone call.

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★ July Special Offer - Up to £40 off!

£125 for a single Will instead of £150
£160 for mirror (joint) Wills instead of £200

Valid for appointments that take place by 31st July. Click here for Terms and Conditions.