Protecting a partner's home
Where a couple wish the survivor to remain in the property while also providing for children.
Trusts
Sometimes helpful — not always necessary
A Trust is a way of holding assets for other people under agreed terms. It suits some families and is unnecessary for others, so we start with a straightforward conversation about your situation.
Vulnerable beneficiaries
Where a beneficiary may need support managing money, or where means-tested help is involved.
Younger beneficiaries
Where inheritances should be held and managed until a later age.
Longer-term family planning
Where you would like assets to remain within a defined family line over time.
How we approach it
We explain the practical effect of any arrangement, including its ongoing responsibilities and costs, so that you can decide with a clear picture. We do not recommend a Trust simply because one exists.