- Looking to protect your assets after your death?
- Want your children, grandchildren and others to benefit from the inheritance you want them to have?
Trusts are an efficient and effective way to ensure that your loved ones are looked after when you are gone. A trust can ‘ring fence’ assets and items including:
- Investments
- Money and savings
- Properties including land
- Valuable items such as collections, family heirlooms, art, etc
Protecting family assets through trusts
With my advice on strategic use of trusts, you can make sure that your children, grandchildren and other chosen beneficiaries, can benefit from the inheritance you want them to have.
We can also discuss how Trusts can help protect assets from being included in your net worth for care fees assessments, divorce settlements, creditors claims or taxes.
Contact me to arrange your initial 30-minute Discovery meeting so we can discuss your unique situation and requirements, and arrange a more in-depth discussion to get into the nitty-gritty.
- Call me
- Email me
- Book your 30 mins Discovery meeting now
Your personal trust review
- Do you have an existing trust – and not sure why or what it does?
- Want to assess your current Trusts’ suitability for your current circumstances?
- Are you a trustee, and need help understanding your obligations?
I can review your Trust/s and break it down, so you know your obligations.
The creation and advice on Trusts is carried out by Panthera Estate Planning Ltd.
Looking for more information?
- Check out these Trusts guides
- Read my articles below
- Contact me to discuss your individual requirements.
Articles
- Leaving a legacy or looking out for no1? Wills, Trusts and long-term care planning
Paul Hammond writes: The new Scottish Widows Retirement Report for… Read more: Leaving a legacy or looking out for no1? Wills, Trusts and long-term care planning - Trust registration: the deadline approaches
There’s a big deadline approaching if your estate planning includes… Read more: Trust registration: the deadline approaches - Trusting in education: helping out with future school fees
Have you more grandchildren (or great-grandchildren) than before the pandemic?… Read more: Trusting in education: helping out with future school fees - Keeping control after your death: Trusts and your Will
Leaving money and assets to beneficiaries in your Will may… Read more: Keeping control after your death: Trusts and your Will - Life insurance and Trusts: protection for your family when you’re no longer there
Your Will says who will benefit when you die, but… Read more: Life insurance and Trusts: protection for your family when you’re no longer there - Registering a Trust: new rules on their way
New rules will require any Trust to be registered with… Read more: Registering a Trust: new rules on their way - Why use a Professional Trustee?
Not choosing a professional Trustee could mean your beneficiaries lose… Read more: Why use a Professional Trustee? - Protecting vulnerable family members
People who have children or close relatives who are deemed… Read more: Protecting vulnerable family members - Why you need a Trust
Many of you will understand what a Trust is, but… Read more: Why you need a Trust
