Lifetime Trusts
If you want to protect your assets and plan for the future, we can help. A lifetime trust can be a smart way to pass wealth to your loved ones while keeping control. Our team will explain your options and guide you through every step.
Set up a lifetime trust
We’ll work with you to create a trust that reflects your wishes and helps protect what matters most.
Tax
A lifetime trust can be used as a useful inheritance tax planning tool.
Protect young or vulnerable people
Trusts can delay access to funds until your beneficiaries are ready to receive them.
Appoint and guide trustees
We’ll help you choose the right trustees and provide advice on their legal responsibilities.
Tailored legal documents
We’ll prepare the trust, a letter of wishes, and any other documents you may need.
Ongoing trust management
From record-keeping to distributions, we can handle day-to-day trust administration for you.
Ongoing trust management
From record-keeping to distributions, we can handle day-to-day trust administration for you.
Questions we’re often asked
It’s a legal arrangement where your assets are managed by trustees for chosen beneficiaries.
Possibly. Some are designed to offer ongoing benefits. We’ll talk you through your options.
Need an expert in
private wealth
?
For more information or a no obligation discussion, please call or email our team today.
-min.avif)
