Our Lifetime Property Protection Trust is designed so that you stay in control of your assets. It allows you to carry on living as if nothing has changed and use those assets in the same way as before. For example, even though you have placed assets in a Trust, you can continue to live in your home and spend or save your money as you wish.
While nothing changes for you, the Trust helps to protect your wealth for future generations as it makes sure that it goes to the people you want when you and any surviving spouse or partner dies. Also, as anything placed in the Trust is not classed as being part of your estate, it may therefore be excluded from any calculation of your wealth.
Assets in a Lifetime Trust are distributed almost immediately on your death and don’t need to be included in any probate process. Without the Trust in place your loved ones may have to wait for almost a year before the assets are distributed, which could result in additional worry and stress.
Saving time and reducing stress
Based on 428 reviews.
See some of the reviews here.
“All aspects and choices fully explained. Flexibility with meetings and time arranged to include family members. I felt able to make fully informed decisions. Very good supportive and personal service”
“Excellent service, friendly, knowledgeable staff member who explained what was on offer without putting us under any pressure. Thank you”