Safeguard your estate with Will Trusts
Strengthen your choices with Family and Property Trusts. They protect assets and add flexibility, so loved ones inherit exactly as you intend.
- Protect your home and assets
- Plain-English guidance
- Fixed fee, agreed upfront
The basics
What is a Will Trust?
Our Family and Property Trusts are legal arrangements written into your Will. Depending on your circumstances, a Will Trust can do very different jobs, and during your consultation we work out which, if any, genuinely fits.
Trusts can sound complicated at first. We explain everything in plain English, and if a trust is not the most appropriate option for your needs, we will say so and explore the alternatives.
Not sure whether a Family & Property Trust is the right type for you? Our overview of trusts explains how they compare to the other options.
One common example is a Discretionary Trust, which gives your trustees flexibility over how and when beneficiaries receive their share, see our guide to how that works in practice.
- Extra controlDecide exactly how and when your estate passes on.
- Real protectionShield your home and savings from life's curveballs.
- Flexibility built inAdapts as your family's circumstances change.
- Plain-English guidanceWe explain every option, and only suggest what fits.
The options
Four kinds of Will Trust
Each does a different job. In your consultation we work out which, if any, fits your circumstances.
Property Protection Trust
Safeguard your share of the home, so it can pass to your children even if your partner later remarries or needs care.
Discretionary Trust
Maximum flexibility: trustees decide how and when beneficiaries receive their share, guided by your wishes.
Flexible Life Interest Trust
Provide for a surviving partner during their lifetime, while protecting the capital for your children.
Vulnerable Person's Trust
Provide for a disabled or vulnerable loved one without affecting their means-tested benefits.
A simple Will might not always be the best option
A Property Protection Trust or Family Trust within your Will adds extra control and protection, because life has unexpected events. Without one:
An honest word
Do I actually need one?
Not necessarily. It really depends on your circumstances and what you are looking to achieve. We always begin with a general chat about you and your aims, and there may be more than one suitable option to explore together.
Property Protection Trusts and Family Trusts can be adapted to meet the needs of you and your estate, and if you are starting from scratch, a well-drafted Will is the natural first step.
Whoever you choose as trustees takes on real legal responsibilities, including reporting duties to HMRC. GOV.UK sets out exactly what's involved.
If you also have children under 18, it's worth thinking about how guardianship and trustee roles work together, since they don't have to be the same people.
Questions, answered
Family & Property Trust FAQs
Keep exploring
Our other services
Friendly, professional guidance across everything estate planning, always personal and always in plain English.
Inheritance, exactly as you intend.
A friendly chat costs nothing and sorts a lot. Talk to us today, with no obligation and no jargon.
Home visits across Somerset, or online anywhere in England and Wales.