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The risks a well-built Trust guards against
The costs of Probate
Assets held in trust can pass directly to beneficiaries without a Grant of Probate.
Sideways disinheritance
Your children inherit what you intend — even if a surviving partner later remarries.
Your Vulnerability
Assets are safeguarded from a problematic marriage, debt, or unreliable influence.
Possible
Care fees
Keeps control of your assets with your family, managed under the right legal structure.
Our Trust services
Lifetime Protection Trusts
Settle assets into trust during your lifetime, with access to capital and income for as long as you need it.
Vulnerable Beneficiary Planning
Trusts designed around the needs of a vulnerable child or adult, including care funding provisions.
Inheritance Tax Planning
The right structure, put in place early, can substantially reduce what your estate pays to HMRC.
Common Myths, Busted
"Trusts are only for the very wealthy."
✓ From protecting a family home from care fees to keeping an inheritance in the bloodline, Trusts do real work for ordinary estates too.
Legacy Connect
A plan isn't finished the day it's signed.
Legacy Connect is our ongoing membership: your documents stored securely, your plan reviewed as life changes, and our team on hand should your family ever need to act on it.
✓ Secure physical storage for your Will, LPAs and Trust documents
✓ Regular plan reviews as your circumstances change
✓ Support for your family through probate, when the time comes
✓ Online access to our secure portal to view your documents any time