Trusts

Protect what you've worked for — pass it on with confidence.

Trusts are a powerful way to ring-fence assets, plan for care costs, and provide for loved ones over the long term.

What is a trust?

A trust is a legal arrangement where chosen trustees hold assets on behalf of beneficiaries according to your rules. It can sit alongside — or be created by — your will.

Common types of trust we set up

  • Property protection trusts — protect a share of your home for children from a previous relationship.
  • Discretionary trusts — flexible protection for vulnerable beneficiaries.
  • Life interest trusts — give a spouse the right to live in the home, then pass it on.
  • Disabled persons trusts — preserve means-tested benefits while providing financial support.

Is a trust right for me?

Not every estate needs one — but if you own property, have remarried, want to protect a beneficiary, or are concerned about care fees, a trust can be invaluable. We'll give you honest, plain-English advice on whether it's worth setting one up.

Talk through your options

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