TRUSTS

TRUSTS

As part of your Inheritance Tax planning, you may want to consider putting assets intrust – either during your lifetime or under the terms of your Will. Putting assets in trust – rather than making a direct gift to a beneficiary – can be a more flexible way of...
PROPERTY PROTECTION TRUST

PROPERTY PROTECTION TRUST

As a married couple (or civil partnership), what happens if one partner dies prematurely and the survivor remarries? This is the most common question we are asked by customers of all ages! In short, if you have left everything to your partner in your Will or you...
VULNERABLE PERSON’S TRUST

VULNERABLE PERSON’S TRUST

In summary, Vulnerable Person’s Trusts are used: As a way of paying for the things, the statutory services may not be able to give, for example, a holiday, a new coat or even additional care. As a means of owning, managing and maintaining a property. As a way of...