Protect your Wealth with a Trust

Lifetime and Will Trusts for every eventuality
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Make the process easy for your loved ones at a difficult time

We know you have worked really hard to build assets for your inheriters for them to live a peaceful and stress-free life. This might be your dream you want to fulfil for your future generations, your friends or any vulnerable loved one who needs your asset. To protect your assets and offer them to the rightful inheritor, creating a ‘Property Trust Will’ proves beneficial.

More of us own our own homes and have more assets than ever before and at the same time families have become increasingly diverse and fragmented. The threats to passing assets down to our chosen beneficiaries have increased dramatically. A couple of generations ago divorce and re-marriage were rare; people retired at 65 and seldom needed long-term care; and only a small percentage of the population owned their own homes or had sufficient wealth to pass on.

Our expert Trusts advisors can help you make the best decisions

The right trusts puts you in control, maximise your inheritance for your loved ones and protects the most vulnerable in the family. Wise decisions made now will avoid complications, friction and difficulties in the future.

Knowledge About Property Trust Will

A Property Trust Will is an arrangement that is implemented after your demise, granting the trustees’ authority over your assets. These trustees are called beneficiaries. You may indicate what the trust gives every beneficiary or let the trustees have prudence over how and when they want to distribute funds among the beneficiaries. This is the legalised way in which you can pass on the wealth you have earned over the years.

Property Trust Will is also the safest way to protect your wealth from unexpected complications, legal costs and delays, tax authorities, potential future relationships, former in-laws, creditors and local authorities eyeing up your assets. Make wise decisions now to avoid complicating the lives of others over your asset inheritance!

Different forms of Trusts for every situation

Trusts are not new. They have been used for over 700 years to protect and preserve family wealth. They are no longer just the preserve of the wealthy. Trusts are now available for everyone wanting to protect and preserve their assets for their loved ones.

There are two main types:

Will Trusts

 

Will Trusts are only come into effect on death. During your lifetime you retain assets in your own personal name. Most modern Wills have Trusts in them, the most common types used are:

 

  •  Protective Property Trust: protects your home from ‘sideways disinheritance.’

  • Children’s Trust: protects young children’s inheritance against financial immaturity,

  • Inheritance Tax Planning Trusts: mitigates the Inheritance Tax burden for unmarried couples or business owners.

  • Disabled Beneficiaries Trust: protects vulnerable beneficiaries

  • Pet trust: leaving a sum of money to pay for the upkeep and care of pets after you die

  • Accessing control over your wealth, even after your demise

  • Preserving family’s wealth for the rightful inheriter

  • Offering inheritance of your wealth to the most vulnerable family member for their long-term care

  • Maximising inheritance for the loved ones

Lifetime or Family Trusts

A Family Trust can be set up with the assets transferred into it while you are still alive but allowing you to retain control and access while you live. It is used to protect your wealth from a number of threats or what-ifs. The principal benefits include:

  • Avoiding the cost and delay of probate in complex estates

  • Protection against sideways disinheritance

  • Protection in the event of the early death or divorce of a beneficiary

  • Protection against financial hardship or the insolvency of a beneficiary

  • Avoidance of Inheritance Tax in beneficiaries’ estates in certain circumstances

  • Protection against excluded or unreliable beneficiaries having access to your assets while you are alive

  • Protection from creditors and loss of means-tested benefits in the future

  • Maximum protection for your inheritance with complete flexibility for you.

Why Legacy Matters?

We, at Legacy Matters, offer legal advice on property trust will and help you till the end of the long process. Our expertise lies in documentation and legalising the process on papers. We follow a working principle of honesty, integrity, openness and caring for others. Following ethical work practices, we have gained the trust of a lot of people around the country who have titled us as their ‘trusted legal advisers’ or as a ‘go-to legal adviser’ in implementing property trust will in the UK.

Types of Property Trust Will

You can make Property Trust Will to ensure the assets that you have worked hard to acquire during your lifetime, are passed on to your children and chosen beneficiaries after your demise. There are different types of Trust Wills you can implement and as a Will writing service provider, we will assess your current situations and seek for the best possible solutions to protect your assets.

  • Protective Property Trust: This type is related to your private savings, investments or you’re your home. This trust protects your home from ‘sideways disinheritance’ in case you feel threatened by others who can forcefully inherit your private property like your residence. Property Trust Will can legally hand over your home to your children or your loved ones after your demise. If your property is under the name of your spouse or a partner, then the property can be divided in half where the percentage of property can vary.

 

  • Children’s Trust: As a parent, you can leave assets for your children until they reach 18 years of age. You can assign a trustee for this type of Will who only manages your assets in your absence till your children turn 18. It protects your children’s inheritance against financial immaturity and offers them inheritance fully after they turn 18.

 

 

  • Inheritance Tax Planning Trusts: IF you have given your money and asset to a trust, this sort of Trust Will can boost your tax-free allowance and lessen the measure of inheritance tax you need to pay. This increases the number of assets you can pass on to your next generations because lesser wealth will be given in possession of HMRC. Also, this Trust mitigates the inheritance tax burden for unmarried couples or business owners.

 

  • Disabled Beneficiaries Trust: You can implement a Trust Will that will let the disabled person who you want to support inherit your property. However disabled they are, once this type of Will is implemented, no other beneficiaries will get the inheritance over your property. With your property’s inheritance, this Trust Will can protect the livelihood of the vulnerable beneficiaries.

 

 

  • Pet Trust: A Will for your dear pet can help in the welfare of your pet even after your demise. This Trust Will can be in the form of money or simply a care home for your pet.

 

  • Lifetime or Family Trust: A Family Trust can be set up with the assets transferred into it while you are still alive but allowing you to retain control and access while you live. It is used to protect your wealth from several threats or what-ifs. The principal benefits include:

  • Avoiding the cost and delay of probate in complex estates

  • Protection against sideways disinheritance

  • Protection in the event of the early death or divorce of a beneficiary

  • Protection against financial shortcomings or the bankruptcy of a beneficiary

  • Avoidance of Inheritance Tax in beneficiaries’ estates in certain circumstances

  • Protection against excluded or unreliable beneficiaries having access to your assets while you are alive

  • Protection from creditors and loss of means-tested benefits in the future

  • Maximum protection for your inheritance with complete flexibility for you.

 

Over Twenty Years Providing User-Friendly And Professional Legacy
Solutions.

Advice And Expertise On the Right Trusts for You

Avoiding Sideways Disinheritance

Taking care of a second partner without excluding children from a first marriage

Protection for Children

Giving your younger children access to funds with guidance and wisdom of sone you trust

Will Trusts for the Vulnerable

Making sure those least able to care for themselves have a comfortable life

Tax Efficient Trusts

Arranging your estate in the most effective and efficient way.

Convenient Appointments

We can meet you at a time and place that suits you – even online if you prefer.

Regular Will Reviews

We’ll send you friendly reminders to make sure your Will is up to date as your circumstances change.

Planning the Trust you need doesn’t have to be difficult

Free Consultation

Expert Advice

Cost-effective Solutions