Trusts & Asset Protection

Trusts, whether arranged during your lifetime or set up after you pass, can be an affordable way to address future problems.

We could all face the following problems:

Executry or Probate Costs – these are the charges for winding up an estate.
An estate passing out of the family due to the re-marriage of a parent.
Concerns about your home or assets passing from your child to their partner if their relationship breaks down.
Children inheriting when they may not be capable of handling their inheritance responsibly.
Inheritances passing to children who are in financial difficulties and who could lose it to their creditors.
Vulnerable children or young adults who are in receipt of State Benefits, potentially losing their benefit entitlement if they inherited large sums from your estate.
Care Costs — if you go into care, the Local Authority could take virtually your entire estate, leaving your family with only a few thousand pounds.

Effective Estate Planning can address all these issues.

Trusts are not for everyone but they are not that scary!

Why not let me explain if they’re suitable for you and your family, in clear easy to understand language

Message or call me now to arrange your initial free consultation at a time and place that suits you

Get the peace of mind you and your family deserve

Many of us will have heard of Trusts, but maybe don’t realise just how affordable, accessible and useful Trusts can be.

We all value our independence and the ability to make our own decisions, and don’t like to think that The State will be able to

A Will should be an essential part of everyone’s Financial Planning. I f you don’t have one, you are not alone. Around 76% of the