What it is
A trust is a way of holding assets for other people, with someone you appoint (the trustees) looking after them according to rules you set.
Families use them for different reasons. You might want children to benefit from a house without it passing outright to a new spouse. You might want to protect a vulnerable relative. You might want money released over time rather than in one go.
We help with family trusts, discretionary trusts and asset-protection arrangements that sit with your will. We will not recommend a trust just because it sounds sophisticated.
If a trust is not the right tool, we will say so. If it is, we will explain who does what, what it costs, and how it works day to day — not just on paper.
Who it’s for
- You want to protect a home or savings for children from a previous relationship
- A beneficiary is young, vulnerable, or not ready to inherit a lump sum
- You are worried about care fees, remarriage, or family assets drifting away
- You have been told a “trust will” might suit you and want that explained in plain English
Questions about trust planning
Do I need a trust?
Not automatically. Trusts are useful in particular situations — young or vulnerable beneficiaries, second families, or where you want assets held rather than handed over in one lump.
They add administration and are not a magic shield. We will only recommend one if it solves a problem you actually have.
Related services
Will writing
A will sets out who inherits what you leave behind, and who should look after children if they are still young.
Learn more →
Inheritance tax planning
Inheritance tax is a tax on what you leave. Planning looks at reliefs, gifts and the structure of your estate so more can stay in the family where the rules allow.
Learn more →
Probate support
Probate is the process of dealing with someone’s estate after they die — valuing assets, applying for the grant, paying what’s due, and distributing what’s left.
Learn more →