Protect your biggest asset today with a Lifetime Trust

Lifetime Trusts can ensure that your property and other assets can be enjoyed by future generations

We’ll come to you

No need to travel! Your local adviser will visit your home.

No hidden costs

We’ll tell you the price upfront to avoid any surprises.

Stress-free process

We explain your options clearly, in plain English.

Warning: your children may not inherit your house!

There are so many things that can go wrong in life. Events that you weren’t expecting, when things come out of the blue and change everything.

If you have to go into a care home, for example, the care fees can drain your bank account until your savings are exhausted. After that, your house could even be sold to pay what you owe to the local council.

Then there is the possibility that one of your children could get divorced. Half of your children’s inheritance would then be gone in a divorce settlement.

Perhaps your children inherit young and squander their inheritance, or maybe start a business that goes bankrupt. Either way, your hard-earned money is gone forever.

All of these are great reasons to protect your assets.

Talk to us about Lifetime Trusts today.

Get expert help with setting up a Lifetime Trust

Lifetime Trusts are the most best estate planning tools available, but also the most complex. One of our local experts can:

Advise on whether a Lifetime Trust is right for you.
Help you understand if the product can achieve your objectives.
Guide you on the implications for inheritance tax.
Schedule an appointment at a time that suits your diary.

How it works

Step 1: Find a local advisor

Fill in your contact details and a local expert in your area will get in touch.

Step 2: Book a free consultation

Your local expert will discuss your needs and explain the options.

Step 3: Sign your Lifetime Trust documents

The final stage of setting up a Lifetime Trust is to sign the documents.

We can help you set up a Lifetime Trust

Lifetime Trusts are complicated. If they seem confusing, that’s because they are! At first, you may not understand why they cost so much more than a basic Will.

We can explain these perceived complexities, and answer all your questions, in plain English. But first, we’ll take the time to get to know your circumstances and find out if a Lifetime Trust really is suitable for your needs.

Our network of experts are based all over England and Wales. When you get in touch, we’ll put you in contact with an advisor in your local area. With over 830 reviews on Trustist, you’ll be in good hands.

“Deri made a complicated Trust process clear and was helpful and patient throughout. Would recommend the company’s service.”

– Georgina

“Ian was extremely helpful in helping me understand the Trust process. He was very professional yet friendly, explained everything clearly in plain English and always had time and patience to answer my questions.”

– Jane

What is a Lifetime Trust and what does it do?

Our other services

Wills

Make sure the right people inherit your hard-earned property, possessions and money.

Wills with Trusts

Add protection to your Will by including a Trust for property and money.

Lasting Power of Attorney

Delegate decision-making during your lifetime to people you know and trust.

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