Wills, Will Trusts & Additional Trusts
Plan Your Future with Professional Wills and Trusts Advice
Wills
What Does a Basic Will Do?
A Will is one of the most important legal documents you can have. It gives you control over what happens to your estate and loved ones after your death. Here’s what a basic Will covers:
✔ Appoints Legal Guardians
If you have children under 18, your Will allows you to choose who will care for them and assume parental responsibility should you pass away. Without this, the Court decides who they live with – which may not reflect your wishes.
✔ Appoints Executors and Trustees
Your Will lets you name trusted individuals to manage your estate, handle financial matters, and ensure your instructions are carried out properly.
✔ Appoints Beneficiaries
Decide who will inherit your assets, from property and savings to personal possessions. Without a Will, the law determines who benefits – which may not align with your intentions.
Why Make a Will?
Protect your loved ones and avoid disputes.
Ensure your estate is distributed according to your wishes.
Appoint guardians for your children.
Reduce stress and uncertainty for your family.
Trusts
A Trust is one of the most effective ways to safeguard your estate and ensure your wishes are carried out exactly as intended. Without a Trust in place, your assets could be exposed to unnecessary risks—such as inheritance tax liabilities, care home fees, or even family disputes. By placing your estate into Trust, you can make sure it goes to the right person at the right time, with minimal stress for your loved ones.
Why Consider a Trust?
Trusts offer flexibility and security for your beneficiaries. Here are some key situations where a Trust can make a real difference:
✔ Dependent Children or Grandchildren
You can decide the age or life stage when they receive their inheritance—whether all at once or in stages, such as after education or marriage.
✔ Dependent Adults
For a loved one with a disability, a Trust can protect their benefits and ensure long-term financial provision without affecting their care arrangements.
✔ Divorce Protection
Without a Trust, a child’s inheritance could become part of a divorce settlement. A Trust keeps their inheritance safe and separate.
✔ Spouse Remarrying
If your spouse remarries, your Will could become invalid, and your children may not inherit as intended. A Trust preserves your wishes.
✔ Long-Term Care Costs
Care home fees can significantly reduce your estate. Assets placed in Trust are protected, ensuring your beneficiaries still receive their inheritance.
✔ Inheritance Tax
Anything held in Trust is excluded from your estate valuation, helping reduce your inheritance tax liability.
Peace of Mind for the Future
Our specialist team will guide you through every step, making sure your Trust is tailored to your family’s needs and circumstances. It’s about protecting what matters most—your loved ones and your legacy.
Our Service
We offer clear, friendly advice and a fully guided process. From drafting your Will to setting up Trusts, we make sure everything is legally sound and tailored to your circumstances.