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Trusts including Will Trust

Vulnerable Persons Discretionary Will Trust:

Where a beneficiary has special needs and is reliant or may become reliant on state benefits which would be reduced or lost should they inherit a substantial sum

Nil Rate Band Will Trust:

To help reduce or eliminate your IHT liability (unmarried couple only)

Right to Occupy Will Trust:

This is a Trust which is written into your Will to allow someone of your choosing to live in your property once you have passed away, for a period of time, set by you.

Lifetime Trusts: 

Trusts are a very specialised area, not every Client needs a Trust. There are many different types of Trust; from minimising Inheritance Tax to protecting a Vulnerable Person

For Information on all our Trusts, Please get in touch with us and we can discuss it with you based on your circumstances.



Downloadable Factsheet