Estate Planning

Estate planning helps you protect your assets, minimise tax, and provide security for your family. Our expert guidance ensures everything is clear, legally sound, and tailored to your needs.

Why Estate Planning Matters

Having a Will in place is an important first step, but for many people it should not be the only step. Estate planning goes further by providing an added level of protection for both your assets and your family, ensuring your wishes are fully safeguarded for the future.


In some cases, additional estate planning can help protect your wealth more effectively. This is often achieved through the use of Trusts. There are various types of Trusts available, each designed to provide specific forms of protection. We will discuss these options with you and advise on the most suitable solution for your needs.

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  • Bereaved Young Person’s Trust

    This Trust allows assets to be left to a child under the age of 18 in a way that protects their inheritance until they reach adulthood. It ensures the funds are managed responsibly on their behalf and only passed directly to them when they reach a set age.

  • Protected Property Trust

    A Protected Property Trust is often used to safeguard a share of the family home. It can help ensure that your chosen beneficiaries, such as children, inherit your share of the property while still allowing a surviving spouse or partner to continue living there.

  • Vulnerable Person’s Trust

    This Trust is designed to support someone with a disability or special needs. It allows funds to be set aside for their benefit while providing tax advantages and protection, ensuring the person receives the care and financial support they need without losing access to state benefits.

  • Discretionary Trust

    A Discretionary Trust gives the appointed Trustees the flexibility to decide how and when the assets are distributed among the chosen beneficiaries. This is particularly useful if beneficiaries’ circumstances may change over time, offering adaptability and control.

  • Business Property Relief (BPR) Trust

    This Trust is aimed at reducing or eliminating Inheritance Tax on certain qualifying business assets. It allows business owners to pass on their interest in a business in a tax-efficient way, protecting the value of the business for future generations.

Still have a question?

Get in touch with us today and we’ll provide clear guidance tailored to your situation.

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