Discretionary Trusts.
Protecting what matters most.
A trust is a flexible arrangement for protecting inheritance and managing assets. Especially useful if someone you're leaving money to receives means-tested benefits.
Straightforward pricing
Fixed prices, with both Lasting Powers of Attorney included. OPG registration fees (£92 per LPA) are paid separately to the Office of the Public Guardian.
Single Person
A discretionary or vulnerable persons trust to protect assets left to a vulnerable beneficiary, so support can be given without affecting their means-tested benefits. Includes your will and both LPAs.
Includes the trust, a single will, and both LPAs. OPG registration fee £92 per LPA, paid separately.
Couple
The same protection mirrored for a couple — the trust structure with mirror wills and both LPAs for each of you.
Includes the trust, 2 mirror wills, and 4 LPAs. OPG registration fee £92 per LPA, paid separately.
Not sure which trust fits?
Trusts aren’t right for everyone. Book a free consultation and I’ll help you work out whether one makes sense for your situation — with no pressure either way.
Book ConsultationWhen you might need a trust
Some situations call for the extra protection a trust provides
Vulnerable beneficiary
If someone receiving means-tested benefits inherits directly, it could affect their entitlement. A trust protects them by letting trustees support them without jeopardising their benefits.
Young beneficiaries
If you want to leave money to children, a trust can protect it until they're old enough to manage it sensibly. Trustees control the assets and can release them as needed.
Blended families
If you're in a second relationship, a trust can protect your inheritance for your children while still providing for your current partner.
Keeping it in the family
Relationships and circumstances change over time. A trust can help ensure what you leave passes down your bloodline and reaches the people you intended — whatever happens later.
Business or property
If you own a business or significant property, a trust can provide structure and control over how those assets pass to the next generation.
Peace of mind
A trust simply gives you more control over your estate. If you want to protect your wishes and make things clear for your family, it's worth exploring.