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Wills with Trusts

Pass on assets on your terms.

A trust built into your Will lets you control how, when, and to whom your estate passes. For blended families, vulnerable beneficiaries, and protecting your home. Drafted by our STEP qualified team, with an SRA regulated solicitor in-house.

The basics

What is a Will trust?

A Will trust is a legal arrangement written into your Will. Rather than handing assets straight to a beneficiary, you place them in trust, managed by trustees you appoint, to be used on the terms you set. It is one of the most powerful tools in estate planning, and getting the wording right is everything.

You set the rules

Decide who benefits, when, and how, rather than passing assets outright with no strings attached.

Appoint trustees

Choose the people you trust to manage the trust and act in your beneficiaries’ best interests.

Lasting protection

A trust can protect assets long after you are gone, against risks the beneficiary cannot foresee.

When people use them

Common reasons for a trust.

Trusts are not only for large estates. They solve very common, very human problems.

Blended families

Provide for a current partner while making sure your own children ultimately inherit, avoiding accidental disinheritance.

Vulnerable beneficiaries

Protect an inheritance for someone who cannot manage money themselves, or who relies on means-tested support.

Protecting the home

Ring-fence a share of your property so it can pass to your children, rather than being lost to future costs.

Common questions

Trusts, answered.

Do I need a trust in my Will?

Not everyone does. Trusts are worth considering for blended families, vulnerable beneficiaries, business assets, or protecting your home. At your free consultation we will tell you honestly whether a trust is right for you or whether a simpler Will is enough.

Can a trust protect against care fees?

A property trust can protect a share of your home in certain circumstances, but it must be set up correctly and for the right reasons. We will explain clearly what a trust can and cannot do, with no overselling.

Who manages the trust?

Trustees you appoint. They are legally responsible for managing the trust assets and acting in the beneficiaries’ best interests, following the terms you set out in your Will.

Are trusts complicated and expensive?

A trust adds some complexity, which is why the drafting matters. We keep it in plain English and give you a fixed-fee quote up front, so you know the cost before any work begins.

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