Will writing and personal

Trusts

Protecting Family Wealth Trusts

We can supply expert advice on the creation, establishment and management of trusts. There are a number of reasons why individuals transfer assets into trust whether during their lifetime or by Will, on their death including:-

  • Making provision for adult children who may themselves be unable to manage their own finances;
  • Making financial provision for a younger generation;
  • Making provision for a surviving partner or spouse to carry on living in the home whilst at the same time protecting the interests of the children;
  • Passing assets down to the next generation in as tax efficient a way as possible.

We can advise you on the most suitable form of trust for your circumstances so that if a trust were to be appropriate for you, you can consider whether to establish a trust during your lifetime or by Will in the event of your death.

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