Trust Planning
Protect Your Assets for the People You Love
A trust written into your will can protect your home, your savings, and your family's future, ensuring your assets reach the right people at the right time.
Why Consider a Trust?
Trusts give you control beyond your lifetime
A simple will distributes your estate immediately after death. A trust gives you much greater control, you can specify when and how your assets are distributed, helping manage care contributions, and ensure they reach the right people even in complex family situations.
Trusts are particularly valuable for blended families, those with young children, and anyone concerned about managing care contributions and protecting their estate.
Types of Trust
The right trust for your situation
Property Protection Trust
Protects your share of the family home and helps manage care contributions, ensuring it passes to your chosen beneficiaries.
Discretionary Trust
Gives trustees flexibility to distribute assets as circumstances change, ideal for vulnerable beneficiaries.
Life Interest Trust
Provides income or use of assets to a surviving spouse during their lifetime, with the capital passing to children on their death.
Bare Trust
A simple trust where assets are held for a named beneficiary who receives them absolutely at age 18.
Got Questions?
Trust Planning Questions Answered
Explore trust planning for your family
Our specialists will explain your options in plain English and recommend the right approach for your family's unique circumstances.