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There are various types of Trusts that can be created both inside your Wills and separately, these are used to protect against and mitigate such things as Care Home Fees, Inheritance Tax, Property, Protection of Disabled Children’s future benefits etc.

Our consultants will be happy to discuss the various benefits of these and how they can be applied appropriately to your personal situation should you require them.

  • Protective Property Trusts
  • Life Interest Trusts
  • Disabled Trusts
  • Discretionery Trusts

Protective Property Trust

 A Protective Property Trust enables you to leave a share of your home to your children (or other chosen beneficiaries) in your Will. 

It stops your share of your home being diverted away from your children, whilst at the same time giving your spouse/partner the legal protection they need. 

Flexible Life Interest Trust 

When making your Will, you may want to ensure your spouse/civil partner is well-provided for but feel anxious about what would happen if his/her situation changes. 

If your whole estate passes directly to your spouse, there is a risk that your children’s inheritance may be lost entirely or substantially reduced. If, for example, your spouse: 

  • • Remarries/has a new partner 
  • • Needs long-term care 
  • • Owes money to others 

 Discretionary Trust 

There are many reasons why including a Discretionary Trust in your Will can help your loved ones.

• Flexibility
• Asset Protection —
• Ability to respond to changing circumstances
• Providing for multiple generations
• Protection of vulnerable or young beneficiaries
• Inheritance Tax planning

Disabled Trust

John has Downs Syndrome. His parents want to make Wills but are not sure what to do. What option would you choose?