Trusts
Protect your home and assets with a trust.


Property Protection Probate Trust
For Single People and Sole Home-Owners
£2749
Protect your home and assets in your lifetime and after death with a Property Protection Probate Trust.
Each trust come with a comprehensive pack including a will and lifetime trust for any other assets other than your home. These trusts can avoid the probate process.
Key benefits:
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Secure your home and your family’s future by placing your property into a trust whilst you are alive. Remain in full control and gain peace of mind.
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By placing your home into a property protection probate trust, you can remove your home from the probate process.
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Keep your home safe from future attacks from divorces, debt and future inheritance tax.
Property Protection Probate Trust
For Married Couples
£3249
Protect your home and assets in your lifetime and after death with a Property Protection Probate Trust.
Each trust come with a comprehensive pack including a will and lifetime trust for any other assets other than your home. These trusts can avoid the probate process.
For estates over £1m, an Interest in Possession Trust is also drafted for peace of mind.
Key benefits:
-
Secure your home and your family’s future by placing your property into a trust whilst you are alive. Remain in full control and gain peace of mind.
-
By placing your home into a property protection probate trust, you can remove your home from the probate process.
-
Keep your home safe from future attacks from divorces, debt and future inheritance tax.
All prices include VAT
What does a trust offer me?

Protect your home
Protect your home for future generations by placing your home into trust now and avoid probate

Pay less tax
Remove assets from your estate by gifting them into trust and reducing your tax bill. Save on inheritance tax for the next generation too.

Choice
Choose trustees and beneficiaries. Decide how you want your estate to be managed through a letter of wishes.
What is a trust?
A trust is simply a way to help protect your assets in your lifetime and after death, which can guarantee that your loved ones have financial stability for their future.
A trust can also provide a level of protection for vulnerable people who may have a disability or financial issues that they cannot control.
One of the most important factors a trust can offer is the ability to avoid hefty inheritance tax bills and make sure that your estates value is passed on in the most tax efficient way.
Trusts can be set up during both during your lifetime, where you can act as the trustees and control what happens to the assets you have gifted. They can also be set up in your will to deal with the protection of assets after your death.
Trusts can be used where you may be worried about paying care fees in the future, the possible future divorce of a child or the protection young or vulnerable members of your family.
We have created several different types of trust that can be used depending on the amount and type of assets in the trust and how it will be used.
How do I setup a trust?
If you like the sound of any of the details you have read above, then you are likely to benefit from a trust. It is always a good idea to speak to us to get an understanding of how your trust would work with your will. We offer free comprehensive advice with one of our professionals who will talk through your options with you.
A trust is an essential part of any estate planning. It is possible to have multiple trusts, depending upon your circumstances. The key here is knowing how best to protect yourself and your family, both now and after death.
Can a trust avoid probate?
A trust can avoid probate.
By placing your home or assets into a trust, the assets are now controlled by the trustees. This could therefore override the need for probate, allowing the estate to be paid directly to a beneficiary.
It is important that when you place assets into trust, you get the right advice first. It is important that any trust works with the remaining estate plan and that the will directs any assets not in trust, to the right people or trusts too.
To ensure this process is done correctly, we recommend a review of your estate with professional advice while the individuals in question are still of sound mind.
Start your trust in 4 simple steps

1. Get Advice
Speak to us to find out how to place and protect your assets with a trust or series of trusts. It is important that you get the right advice beforehand.
2. Fact Find
Let’s work together get the facts of you and your family’s situation. We are talking about property, savings and investments. How do you want to leave your estate and what worries do you have? We will go away and research the correct solutions for you.


3. Solution
Once you have completed your fact find, we will offer you a comprehensive estate planning solution. We will talk you through all aspects and the steps to get your estate as fully protected as possible. Once you have had chance to digest this information, we are happy to help.
4. Producing your trusts
Once you have decided that you wish to proceed, we will be happy to work on your documents. It takes 12 weeks start to finish, to complete the work for trusts. Once all paperwork is received, you can take peace of mind that you have completed your final wishes.



Peace of Mind is only a Phone Call Away
If you get stuck at any point our team are just one click away to answer your questions.
We don't charge extra.
Available from 9am to 6pm Monday – Thursday and 9am to 5pm on Fridays.
Top Questions for Trusts
Why have a Trust?
A Trust can offer a layer of protection for the assets held within in it if the beneficiary were, for example, to go through a divorce or face bankruptcy. An outright gift to someone in such a situation could result in the gifted assets passing out of that person’s control, to a former spouse or to a trustee in bankruptcy.
When should I set up a Trust?
A Trust can either be created in your Will so that it only commences on your death, or it can be created in your lifetime and start immediately.
You can then leave a further sum of money to the trust under the terms of your Will. We can discuss this with you and advise you of all the options available to you.
What can I put into Trust?
Money and property are the most common, but you can put anything into the Trust.
Items in the Trust are distributed as and when to beneficiaries of the Trust, which will include your child with a learning disability, by the Trustees.
The letter of wishes you will have written often acts as guidance for the Trustees.
Are Trusts subject to Tax?
Trusts are subject to tax in their own right but they can also be useful for tax planning purposes. A transfer of assets to a Trust during lifetime can reduce the inheritance tax payable on the Settlor’s death by reducing the value of his or her chargeable estate. The transfer of assets to a Trust for a beneficiary with a low level of income and gains can result in lower rates of income and capital gains tax.
What is a Property Protection Probate Trust?
A Property Protection Probate Trust (PPPT) is a type of Trust that can protect your property against outside interference.
How does a Property Protection Probate Trust work?
Unlike other Trust Wills that are activated upon your death, an PPPT immediately transfers your desired assets into a Trust to be managed by your chosen trustees.
What happens to the Trust when I die?
Upon your passing, your estate will be held in Trust for your chosen beneficiaries.
