Family Trusts2019-01-21T16:09:30+00:00


Protecting the wealth you hope to pass on


It is the most natural desire in the world to want to pass on your hard-earned wealth to your family. Trusts have been used to do this for over 700 years. But before that becomes a reality, various tax and other authorities will be eyeing up your estate.
Trusts are set up now and assets can be transferred into Trust. However, you can retain control over and access to Trust assets. Putting assets into Trust allows you to protect your wealth from a number of threats and ‘what-if’s’.
We are specialists in Trusts and estate planning. Above all, we aim to provide advice in plain English and make the process of helping you to protect your wealth for your loved ones as easy, convenient and affordable as possible.


Call us today to find out if a Family Trust could benefit you and your family.


Probate costs in the UK average about £9,000. This does not include the new Probate ‘wealth tax’. In addition, probate normally takes around 6-12 months to complete before beneficiaries can receive their inheritance.
By placing assets into Trust, probate costs and delays can be avoided. Therefore, using a Trust can not only maximise your loved ones’ inheritance but also means they can inherit without delay.
By placing assets into Trust now, you can avoid future ‘what-if’s’. For example, family wealth can be protected against marriage and divorce, sideways disinheritance, financial claims and Inheritance Tax.
In addition, Trusts can protect family wealth from challenges, unreliable beneficiaries and means-tested benefits. As a result, it’s easy to see how a Family Trust can maximise inheritances for several generations.
With care fees averaging £1,000 per week and the average stay in care being about 3 years, it’s easy to see how long-term care fees can decimate an inheritance. A Family Trust may be effective in avoiding care fees but must be set up at the right time and for the right reasons.
However, there are many other reasons for setting up a Family Trust.  Please contact us to find out whether those other benefits apply to you and your circumstances.
Multi Generation Family Walking On Winter Beach With Dog Relaxing


Estate Planning Solutions carries out face-to-face meetings, either in the comfort of your own home, your place of work or our offices; whichever is more convenient for you.
Meeting you in person allows us to identify your estate planning objectives and to provide guidance and advice, go through the options available to you and to make appropriate recommendations. In turn, this provides you and your family with peace of mind.
Our qualified legal consultants are dedicated and flexible, and can arrange to meet with you in the daytime, evening or on the weekend. If you have any questions, or would like to book a consultation, please call us free on 0800 781 6658 or make an enquiry using the contact form below.
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