Trusts

A trust is a way of managing assets (money, investments, land & buildings) for people.

What is a Trust?

A Trust Involves:

The ‘Trustee’
the person who manages the trust

The ‘Settlor’
the person who puts assets into the trust

The ‘Beneficiary’
the person who benefits from the trust

What are Trusts for?

Trusts are set up for a number of reasons, including:

to control and protect family assets.

when someone’s too young to handle their affairs.

when someone cannot handle their affairs because they’re incapacitated.

to pass on assets while you’re 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).

How much does it cost to set up a Trust?

Our team of specialists are here
to help you. If you have any questions about preparing a Trust or need help with a specific question, we are only a phone call away.

Discretionary Trust

Starting from £350.00

Allows you to leave assets for the benefit of a vulnerable beneficiary
The Trust is held by trustees who can then protect the beneficiary from being taken advantage of

Residency Trust

Starting from - £350.00

Allows someone such as your partner to continue living in your solely owned property, either for life or for a period of time
Keep your property safe for someone else such as your children

Property Protection Trust

Starting from £350.00

Allows your spouse or partner to continue living in, or have a beneficial use of your property for life
Keep your property safe for someone else such as your children

Life Interest
Trust

Starting from £350.00

Allows you to protect the capital of any property, cash assets and other investments for your ultimate beneficiaries, such as your children, whilst giving the income to your spouse or partner for life.

Have any questions about Trusts?

How to set up a Trust
Make the best decisions for you
Protect your assets

More Guides

Ready to protect your Family's future?

Our team our here to help and support you if you need advice and guidance managing your estate.

Professional will writers, serving the Midlands and beyond since 1993.

Additional Info

Contact Info

Grosvenor House, 11 St Paul’s Square,
Birmingham, B3 1RB

0121 517 1731

07931 991 717

Monday to Friday 9am — 5pm

info@jacobsandjacobswills.co.uk

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Trusts

A trust is a way of managing assets (money, investments, land & buildings) for people.

What is a Trust?

A Trust Involves:

The ‘Trustee’the person who manages the trust

The ‘Settlor’the person who puts assets into the trust

The ‘Beneficiary’ the person who benefits from the trust

What are Trusts for?

How much does it cost to set up a Trust?

Discretionary Trust

Residency Trust

Property Protection Trust

Life InterestTrust

Have any questions about Trusts?

Ready to protect your Family's future?

Pages

Additional Info

Contact Info

Grosvenor House, 11 St Paul’s Square,Birmingham, B3 1RB

Monday to Friday 9am — 5pm

Our Team are here to provide you with the best service and guidance. Complete the details below to Request a Call Back.

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The ‘Trustee’
the person who manages the trust

The ‘Settlor’
the person who puts assets into the trust

The ‘Beneficiary’
the person who benefits from the trust

Life Interest
Trust

Grosvenor House, 11 St Paul’s Square,
Birmingham, B3 1RB