Trusts
What Is a Trust?
A Trust is a legal arrangement that allows assets to be placed into a trust during your lifetime. The trust is managed by appointed trustees for the benefit of your chosen beneficiaries, following the terms you set out.
Although the term "Living Trust" is commonly used internationally, UK estate planning often refers to Lifetime Trusts or simply Trusts. We'll explain the different options available and help you understand which type of trust may be suitable for your family.
Why Consider a Trust?
Every family's circumstances are different, but trusts can play an important role in protecting assets and supporting long-term estate planning.
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Protect family assets
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Support long-term estate planning
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Help provide for future generations
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Give greater control over how assets are managed
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Protect vulnerable beneficiaries
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Complement your will
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Plan for the future with confidence
How we can help
Trusts can seem complicated, but we'll explain everything in straightforward language. Our experienced advisers will discuss your goals, answer your questions and help you understand whether a trust forms part of the right estate planning solution for you.
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Trust planning advice
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Estate planning guidance
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Family trust advice
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Asset protection planning
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Will writing support
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Personalised recommendations
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Friendly, jargon-free service
Why Choose The Finance Family?
We know that every family's financial situation is unique. That's why we provide tailored advice based on your individual circumstances, ensuring you understand your options before making any decisions.
Our aim is to make estate planning clear, approachable and focused on protecting the people and assets that matter most to you.
Frequently Asked Questions
What is a Living Trust?
A Living Trust is a trust created during your lifetime to hold and manage assets for your chosen beneficiaries. In the UK, these are more commonly referred to as Lifetime Trusts or simply Trusts, depending on the type of arrangement.
Are Living Trusts common in the UK?
The phrase "Living Trust" is used more frequently in other countries, particularly the United States. In the UK, trusts remain an important estate planning tool, but the terminology and legal structure may differ. We'll help explain the options available to you.
Could a trust be right for my family?
Trusts may be suitable for a range of estate planning objectives, including protecting assets, providing for loved ones and managing how assets are passed on. Professional advice is important to ensure the right type of trust is chosen for your circumstances.
Get in Touch
Please contact us for an initial enquiry or a full comprehensive financial review. Complete the form and we will be in touch soon.
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The House On The Green
High Street
Wombourne
WV5 9DP
Suite 5, Pioneer House
Mill Street,
Cannock
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