Trust Planning
Trust planning: sometimes a Will is not enough.
Specialist trust planning is considered where your circumstances suggest that a Will alone may not be sufficient to achieve your objectives. We assess suitability first. We don't sell trust arrangements to everyone.
When specialist planning may be relevant
Trust planning is considered only after understanding your circumstances and objectives.
A trust is not suitable for everyone. Any recommendation will depend on a proper assessment of your personal circumstances, family situation, property, assets and objectives, and a technical review of whether trust planning is appropriate for your situation.
Circumstances where specialist planning may be considered
- Property portfolios or multiple properties
- Significant financial assets
- Complex family arrangements or blended families
- Vulnerable beneficiaries requiring ongoing protection
- Business ownership or partnership interests
- Lifetime gifting requirements
- Existing trusts or complex ownership structures
- Inheritance tax or estate planning considerations
Important
We do not make absolute promises about outcomes.
Trust planning is not a guaranteed solution for avoiding care fees, inheritance tax or probate. Any recommendation is made following a suitability assessment. The effectiveness of planning depends on individual circumstances, the structure chosen, and how laws apply at the relevant time. We will always explain clearly what specialist planning can and cannot achieve in your situation.
Quotes
Agreed following your review.
Get in touch for a quote
Specialist Trust Planning
Reviewed following your What If? Test and planning assessment.
Get in touch for a quote
Family Asset Protection Trust Package
Full specialist package: see dedicated page for what may be included.
Get in touch for a quote
Investor Trust Planning
For property portfolios, investors and complex ownership arrangements.
Complex planning is individually quoted following your What If? Test. Third-party fees may apply.
Book a Specialist Planning Review.
We'll start with the free What If? Test and assess whether specialist trust planning is appropriate for your circumstances.