Estate Planning with Will Trust
A Will Trust is a powerful estate planning tool that ensures your wealth is protected and passed on exactly as you intend. Whether you want to secure your family home, support loved ones responsibly, or reduce the impact of inheritance tax, a Will Trust gives you full control over your estate—both now and in the future.
Why Choose a Will Trust?
✔ Protect Your Family Home
Prevent your property from being lost due to future marriages, financial difficulties, or care costs affecting beneficiaries.
✔ Safeguard Vulnerable Beneficiaries
Support children, relatives with disabilities, or individuals who may need help managing money.
✔ Control How and When Assets Are Used
Specify conditions—such as age, milestones, or needs—before funds can be accessed.
✔ Reduce Potential Tax Liabilities
Will Trusts can help optimise inheritance planning and preserve more of your estate.
✔ Avoid Family Disputes
Clear, legally binding instructions ensure your assets are distributed fairly and according to your wishes.
Types of Will Trusts We Offer
1. Property Trust
Protects your share of the family home and ensures it passes to the right people.
2. Discretionary Trust
Gives trustees flexibility to distribute assets based on beneficiaries’ circumstances.
3. Life Interest Trust
Allows someone (for example, a spouse) to benefit from assets during their lifetime while preserving the inheritance for others later.
4. Children’s Trust
Ensures financial support for minors until they reach a responsible age.