Trust funds aren’t just for the wealthy—they can protect assets, support loved ones, and minimise tax. Discover the benefits for your legacy

Discretionary Trusts offer flexible estate planning, protecting assets and adapting to beneficiaries' needs. Learn how they can work for you

Considering putting a house into trust? Learn the differences between Will vs Lifetime Trusts, and Discretionary vs Interest in Possession

Avoid costly mistakes with care fee planning. Learn how to navigate asset deprivation rules & protect your legacy with expert advice.

The 2024 Budget brings big changes to estate planning. Higher IHT, new pension taxes & capped reliefs mean it's time to review your plans!

Estate planning is essential for business owners to ensure continuity, protect assets, & minimise taxes. Learn how to protect your business

Understand the Inheritance Tax 7-year rule to avoid unexpected bills. Learn how careful estate planning can protect you and your loved ones.

Fear care home costs? Gifting your home might not be the answer. Means testing, deprivation of assets, and legal complexities can arise.

Trusts are a versatile and powerful tool in estate planning. Trusts are very common and play a key role in many aspects of everyday life.

Estate planning offers several vital tools to safeguard your children's future, providing peace of mind for both you and your loved ones

While trusts can offer benefits in estate planning and asset protection, setting them up solely to avoid care fees may not be effective

The benefits of writing life insurance policies into trusts and how it can safeguard your family's financial future.

Protecting Your Loved Ones: A Guide to Estate Planning Strategies

While it is not a legally binding document, a Letter of Wishes is a useful tool designed to complement your Will or Trust

Learn the pros and cons of Joint Tenants vs Tenants in Common and how a Protective Property Trust can safeguard your estate from risks.

Looking after the interests of someone who cannot control their own finances is certainly a time when using a trust can be very valuable.

A Lasting Power of Attorney is a legal document that allows you to appoint one or more people you trust to manage your affairs.

When making your Will it may be difficult to think about how your family could expand in the future. Perhaps you would like to ensure...