Protective Trusts

Protective Trusts are critically important. In most cases, it is 'best advice' to leave your 'earned and already taxed assets', to your spouse, children, or whoever you wish, into a trust. It can mean that these assets are not counted in the 'Taxable Estate' for 125 years. This will stop your estate being taxed again by 40% for each generation.

Trusts can protect your assets against:

  1. Local authority, care fees and care home claims
  2. Non-bloodline partner claims
  3. Creditors and Predators (e.g. credit cards)
  4. Bankruptcy
  5. Marriage after death (MAD) and 'Sideways Disinheritance'
  6. Divorce
  7. Vulnerable children or adults
  8. Any 'will claims' or 'challenges'
  9. Your children paying 40% tax on the inheritance you left them.

Beneficiaries of a Discretionary Trust have no tax to pay on assets in the trust – usually for the bloodline. It is ideal for those with more than one property, children under 18 and vulnerable persons.

Who we work with

The Society of Will Writers Logo
The National Will Register Logo
The Golden Leaves Funeral Plans Logo
The Kings Court Trust Logo