TRUSTS

Using a trust can give you peace of mind that your chosen beneficiaries will inherit from your estate. The benefits can include reducing the care fees payable to the local authority and have tax advantages.

WHAT IS A TRUST?

A Trust is a legal agreement that settles your affairs while you’re alive and after death. You keep total control over certain assets, such as property, savings and investments. Using a trust can give you peace of mind that your chosen beneficiaries will inherit from your estate. The benefits can include reducing the care fees payable to the local authority and have tax advantages. 

TRUST PLANNING

Trusts are set up for a number of different reasons. These include:

  • to control and protect a family’s assets
  • when someone is too young to handle their affairs
  • when someone is incapacitated and cannot handle their affairs 
  • to pass on assets while you are still alive
  • to pass on assets when you die (a ‘will trust’)
  • under the rules of inheritance if someone dies without a will (in England and Wales)

There different types of trusts, to discuss which option is best for you,

Our team of experts are at hand to help you make the best decisions for you and your family.

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PROBATE

Probate is the legal right to deal with someone's property, money and possessions when they die. If the person who died left a will, this explains what should happen to their estate.

INHERITANCE TAX

Inheritance tax is a tax on the 'estate' of someone who's passed away. How much you pay depends on the value of the deceased's estate – which is valued based on their assets, minus any debts.

TRUSTS

Using a trust can give you peace of mind that your chosen beneficiaries will inherit from your estate. The benefits can include reducing the care fees payable to the local authority and have tax advantages.

DOCUMENT STORAGE

If your Will were to be damaged in any way, the courts could declare the Will invalid. We offer safe and secure storage of your legal documentation in both digital or paper form.

TENANTS IN COMMON

Tenants in common is a term used when two or more people have a share in a property – as in spouses or civil partners – but as separate owners entitled to their own share of the property.

PROPERTY CONVEYANCE

We work with a team of legal experts who will prepare legal documents for a property sale, remortgage or lease extension, and transferring legal ownership if the property is being sold.

FINANCIAL PLANNING

We work with a team of independent financial planners who will help you plan for changes in your income, pensions, insurance, savings and investments. Need help. Contact Us.

LASTING POWER OF ATTORNEY

Nobody likes to think about losing the ability to manage their own affairs. Powers of Attorney gives someone you trust the ability to make decisions on your behalf.

PLANNING A TRUST

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