• Trusts

Trusts: Protecting What’s Most Precious to You

A trust is a straightforward but very powerful way to ensure those you love are looked after when you are gone. As the ‘settlor’ you create a trust that is administered by trustees. The trustees have a legal obligation to protect and distribute your assets in a certain way. Think of it as having control "beyond the grave"!

What can a trust protect?

Items that can be held in a trust for your children, spouse or any other beneficiary include:

  • Investments
  • Monies
  • Properties including land
  • Assets such as collections, family heirlooms, art, etc

A trust in effect ‘ring fences’ these assets, protecting them from being included in your net worth for care fees assessments, divorce settlements, creditors claims or taxes. Trusts are often created alongside a professionally written Will.

Protecting family assets through trusts

With our advice on strategic use of trusts, you can make sure that your children, grandchildren and other chosen beneficiaries, can benefit from the inheritance you want them to have.

We can help with advice and practical strategies for:

  • Trust funds for children
  • Probate trusts
  • Investment trusts
  • Family trusts
  • Disability trusts
  • Trust deeds
  • Discretionary trusts
  • How to set up a trust fund
  • How to appoint your trustees

Confused about trusts?

  • Do you have an existing trust and are not quite sure what it all means?
  • Are you already a trustee or involved in a trust, and need help understanding your obligations?

We can review your trust and break it down so you know what your obligations are, either as a trustee or what you can do with funds as a beneficiary.

Contact us to arrange a trust review.

Want to read more?

Check out the Trusts guides, or contact us to discuss your individual requirements.

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Having looked around and contacted several professional organisations who would prepare my somewhat complicate will, I chose Panthera on a recommendation and sincerely believe I could not have found a better organisation.