What type of assets can be placed within a Trust?

For the Family Home Protection Trust, only your property which you own and reside in is protected. In regards to the Estate Protection Trust, you can place your home and savings within the Trust. Any capital held outside a Trust could be taken for care costs; therefore, we would advise you to retain a nominal amount for day to day affairs. In other words, you should only leave outside of the Trust what you are prepared to lose if you go into care.

If you would like to set up a Trust, please don't hesitate to Contact Us