For situations where a standard will isn’t enough.
Trusts can protect your property from care home fees, ring-fence inheritance for children, or reduce inheritance tax but most people don’t need one.
A trust is a legal arrangement where you transfer ownership of assets (property, money, investments) to trustees who manage them for the benefit of specific people.
In simple terms: You give assets to trustees. They look after those assets according to your instructions. Your chosen beneficiaries benefit from them.
Trusts are powerful tools but they’re complex, have costs, and aren’t right for everyone.
Why would you do this?
Trusts are powerful tools—but they’re complex, have costs, and aren’t right for everyone.
We will assess your situation and tell you honestly if a trust would help.
A standard will is enough for most people.
Protects your share of property from care home fees while allowing your partner to live there.
How it works:
Best for: Couples who own property and want to protect it for children.
Trustees decide when and how much beneficiaries receive. You set guidelines, they use their judgment.
How it works:
Best for: Protecting assets from beneficiaries who are young, vulnerable, or not good with money.
One person benefits during their lifetime, then assets pass to someone else.
How it works:
Best for: Second marriages—ensuring your partner is provided for, but your children inherit eventually.
Provides for a disabled beneficiary without affecting their means-tested benefits.
How it works:
Best for: Parents or relatives of someone with disabilities who receives state benefits.
(30-60 minutes)
We discuss your assets, family situation, and goals. We explain whether a trust would help and which type.
This is where we tell you if you don't need a trust. Many people don't.
(3-5 working days)
If a trust makes sense, we will explain exactly what we recommend and provide a fixed price quote.
Trusts vary in complexity, so pricing varies too. We will never quote without understanding your situation first.
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We prepare your trust documents alongside your will (trusts are often created in your will, taking effect when you die).
This includes trustee appointments, beneficiary provisions, and detailed instructions.
You review everything. We explain how the trust works, what trustees can and can't do, and what happens in different scenarios.
Done. Your trust is set up properly, your will includes it, and your trustees understand their role.
From £1,500
From £1,500 to £3,000+
Quote on consultation
We provide a fixed price before starting work—no hourly rates, no surprises.
Working with estate planning practitioners who understand the legislation
We explain how your trust works in plain English, what happens in different scenarios, what trustees can do, what beneficiaries receive.
We quote a fixed price after consultation. No open-ended hourly billing.
Most trusts are created in your will. We make sure everything works together properly.
All our specialists are legally trained professional. We are registered with the Society of Will Writers and maintain full professional indemnity insurance.
Most people don't. A trust is only necessary for specific situations, care fee protection, controlling inheritance timing, or reducing inheritance tax.
Family members, trusted friends, or professional trustees (solicitors or trust companies). We will discuss who's right for your situation.
Some trusts have ongoing costs (tax returns, trustee fees if you use professionals). We will explain this in your consultation.
Depends on the type. Some trusts are flexible, others aren't. We will explain when you set it up.
Share your details at your own pace. We will answer your questions honestly and explain your options clearly. No pressure, no sales pitch.
We will phone you to talk about your situation and explain how things work and set up your appointment with a will specialist. This call usually takes around 15 minutes.
We will phone you to talk about your situation and explain how things work and set up your appointment with a will specialist. This call usually takes around 15 minutes.