Will Trusts

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A will trust activates upon your passing, giving named trustees control over assets for beneficiaries. You can outline specifics for each beneficiary or grant trustees discretion in distributing funds.

Why set up a will trust?

• Determine the age at which beneficiaries inherit.
• Safeguard your share of jointly-owned property.
• Shield your estate from potential care home fees for your partner.
• Ensure your estate goes to those who need it most.
• Develop a plan for vulnerable beneficiaries requiring extra support.
• Provide for your children in case of a spouse's remarriage.
• Explore potential tax advantages.

We can alleviate Trustees of the administrative responsibilities tied to their Trust’s affairs. We will secure a tax-efficient strategy to safeguard your wealth and provide for future generations.