Secure your legacy with a Trust
Protect your home, savings, and wealth for the people you care about. A Trust lets you appoint someone you trust to manage it all, exactly as you wish.
Plan, protect and preserve your wealth.
Choose the right type of trust for your family, property and future plans.
Property Protection Trust
A Property Protection Trust helps safeguard your share of your home and ensures it can be passed on according to your wishes, giving you greater control over how your property is protected and inherited.
Get started
Discretionary
Trust
A Discretionary Trust provides flexibility and control over how your assets are managed and distributed. Appointed trustees decide when and how beneficiaries receive support, helping protect your wealth and provide for loved ones over time.
Get started
Business Property Relief Trust
A Business Property Relief Trust can help protect up to £2.5 million of qualifying business assets from Inheritance Tax, with 50% relief potentially available on qualifying value above this amount. Appointed trustees manage the assets in line with your wishes, helping preserve business wealth for future generations.
Get startedHow our Trusts service works
Lets have a chat
We talk about your family, what you own, and what you want to protect. We will tell you honestly whether a trust is right for you.
We will send you a clear plan tailored to your needs
If a trust is the right option for your circumstances, we will explain why and guide you through the next steps.
Review and finalisation
We prepare everything alongside your Will and explain it clearly in simple, easy-to-understand terms, so you feel confident before signing.
Request pricing
Share a few details and our team will get back to you shortly.
- Confidential enquiry
- Online or in-person consultation
- Clear pricing before you proceed
Frequently asked questions
Still thinking it through?
Our team is here to help from 9am to 5pm, Monday to Friday