Protect assets after your death with a Trust in your Will

Trusts can protect property and make your Will more flexible

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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.

An inheritance is lost all too easily

When you make a basic Will, you are effectively handing over a large amount of money when you die. This may not be the best approach as you’re relying on the good intentions of others.

For example, what if you leave all your money to your spouse but they go on to marry someone else? You might not know that marriage cancels their existing Will and intestacy (when you don’t have a Will) would favour their new spouse. This could leave your children disinherited.

Your circumstances could also change. You might fall out with one or more family members, or be reconciled with others. Ten years from now, you might choose to make a different Will favouring different people. But what if you die before you have the chance to make a new Will?

Then there are disabled and other vulnerable beneficiaries to think of, who might not be able to look after money. Or how about young adults freshly graduated from college or university. Would you trust them not to squander a large inheritance?

All of these are good reasons to add some protection for your assets after your death.

Talk to us about Will Trusts today.

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Get expert help with making a Will Trust

There are many types of Will Trusts and they can be confusing. Your local expert can provide:

Advice on the best type of Trust for your Will.

Guidance on appointing trustees you know and trust.

Fixed prices to save you money and avoid nasty shocks.

Convenient appointment times to suit your diary.

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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 Will

The final stage of making a Will is to get it signed and witnessed.

Let us help you make a better Will

We know that Will Trusts can be complicated and confusing. Different types of Will Trust have very different advantages and disadvantages and tax consequences, so it’s important to choose the right one for your needs.

That’s where we can help. We are a nationwide network of trusted local experts, who can explain the options clearly. When you get in touch, we’ll put you in contact with an advisor in your local area.

Our local advisors will save you time by helping you choose the right Will Trust for your needs. With over 830 reviews on Trustist, you’ll be in good hands.

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“We were helped every step of the way and everything was explained clearly. Our advisor Deri ap Hywel was extremely helpful and patient.”

– Sian

“Matthew knows a lot more than just Wills. He is inspiring and encouraged me to embark on a major life change. I recommend talking to him and feel reassured that I did my Will with Matthew.”

– Sharon

Why it’s worth paying extra to get a Will Trust

Will Trusts protect assets and provide flexibility for family members and executors. Different types of Will Trust have different pros and cons, so it’s important to discuss your requirements with your local advisor so that you pick the right type of Will Trust.

A Property Protection Trust gives someone else the right to continue living in your house after your death. This is typically your spouse or partner. The Property Protection Trust can give them the right to live in the house for a set period of time. When the Trust ends, your beneficiaries – usually children – will inherit.

A Flexible Life Interest Trust is like a Property Protection Trust except that it includes money as well as property. You give someone the right to live in your house for a set period, as well as the right to income from any investments or savings.

You can also set up a Will Trust to protect money and other assets for vulnerable beneficiaries, including disabled people and others who receive certain state benefits. These Trusts may even be eligible for special tax treatment after your death.

A third type of Will Trust is called a Discretionary Trust. This places everything you own in the hands of your trustees – typically trusted family members and friends – after your death. You provide accompanying wishes in plain English. This is the most flexible type of Will because you can change your wishes without having to make a new Will.

How do Trusts in Wills work?

Just like a basic Will, a Will with a Trust in it is read after your death. Because there is a Trust in the Will, your executors would need to appoint solicitors to set up the Trust.

Once the Trust is up and running, it’s the job of the trustees to manage assets in the Trust, taking account of your wishes, until the Trust ends.

If they are lay trustees (i.e. not professionals), there will be at least two of them and they have to make decisions jointly. This helps provide protection if you have chosen your trustees wisely.

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Our other services

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