Trusts
A trust is a legal structure that can be included in your Will or function as part of it. Trusts are established to ensure that assets such as your home or a lump sum of money transfer to a loved one without difficulty. You name the "Trustees" (those in charge of it), as well as the "beneficiaries" (person who receives it). To put it another way, a Will directs and a Trust protects. We consider all of your Estate as part of our Inheritance Planning Consultation, and we always propose that you explore the benefits of establishing a Trust as part of your Will, based on our wealth of expertise and experience.
Should I set up a trust?
As part of your inheritance planning consultation we will discuss the benefits of setting up a trust and how it effects your personal situation.