Trust Planning & Asset Protection

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

Structured Control & Long-Term Planning

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 Planning Requires Proper Advice

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.

Tailored Assessment

Every trust arrangement begins with a detailed review of your circumstances, assets, and long-term objectives.

Clear Explanation

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

Structured Implementation

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

Arrange a Consultation

Family Protection Trusts

A Structured Approach to Long-Term Planning

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

Frequently Asked Questions

Clear answers to common questions about trust planning and Family Protection Trust arrangements.

1

What is a Family Protection Trust?

2

Are trusts used to avoid care home fees?

3

Do trusts reduce inheritance tax?

4

Will I lose control of my assets?

5

Is a trust suitable for everyone?

Discuss Your Options

Is a Trust Arrangement Right for You?

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