Trusts

An overview of trusts Protecting assets to pass on to others. If you’re passing on your money, property or investments – to a relative, a friend or an organisation – you want to ensure it goes to the right person or cause and is used as you wish. As a legal agreement over how your

Setting up a trust Managing your assets for the benefit of others. Estate planning is a complicated process, and can seem a morbid task, so it’s tempting to put it off or avoid it altogether. But with probate fees set to rise for many estates, it’s ever more important to think carefully about how your

Managing your assets for the benefit of others. If you’ve been thinking about ways to plan your finances with beneficiaries in mind, it’s likely placing your assets into trusts would’ve been on your radar at some point. They can provide your loved ones with financial security in the form of guaranteed income, while protecting your

Trusts A beginner’s guide to using trusts in England and Wales. Trusts are legal arrangements that enable you to transfer the ownership of assets such as cash, property and investments to a trustee, or group of trustees. The trustees will manage the assets and pass them on to beneficiaries according to your wishes. Placing assets