Trusts can provide structured control over how assets are managed and distributed. We provide careful advice on appropriate trust arrangements tailored to your circumstances and long-term objectives.
Understanding Trusts
A trust is a legal arrangement where assets are placed under the management of appointed trustees for the benefit of chosen beneficiaries. The suitability of any trust depends on your individual circumstances and financial position. Trusts may be used to:
Provide greater control over asset distribution
Protect vulnerable beneficiaries
Support long-term family planning objectives

Careful Consideration
Trust arrangements can be valuable planning tools, but they are not appropriate in every situation. Careful legal and financial consideration is essential before establishing any structure.
Every trust arrangement begins with a detailed review of your circumstances, assets, and long-term objectives.

We ensure you fully understand the legal implications, potential benefits, and limitations before proceeding.

Where appropriate, we draft documentation carefully to ensure compliance and long-term reliability.

Family Protection Trusts
A Family Protection Trust is a lifetime trust arrangement designed to structure how certain assets are managed and distributed in the future.It may be considered where families wish to create greater clarity over succession planning and maintain structured oversight of property or other assets.As with all trust arrangements, suitability depends on your individual circumstances. We provide clear advice to determine whether this structure is appropriate for you.
Designed to support long-term family planning
Can provide structured control over asset distribution
May form part of wider estate planning considerations
Established with careful legal and compliance review
Clear answers to common questions about trust planning and Family Protection Trust arrangements.
1
A Family Protection Trust is a lifetime trust arrangement designed to structure how certain assets are managed and distributed in the future. It may form part of wider estate planning, depending on individual circumstances.Suitability must always be assessed on a case-by-case basis.
2
Trust arrangements must be established for legitimate planning purposes. Deliberate deprivation of assets may be challenged under existing regulations.We provide compliant advice based on your circumstances and current legislation.
3
Trusts can form part of wider inheritance tax planning, but outcomes depend on the type of trust and your individual financial position. We provide structured advice tailored to your situation.
4
Control structures vary depending on the type of trust established. We explain clearly how trustees operate and what authority is granted before any arrangement is put in place
5
No. Trusts are not appropriate in every situation. We assess your objectives, family structure, and financial position before recommending any arrangement.
Discuss Your Options
Trust planning requires careful consideration of your personal and financial circumstances. Our team provides structured, compliant advice tailored to your long-term objectives.
Clear explanation of suitability
Tailored Advice
Professional legal drafting