Our expert estate planners create custom trusts and tax-saving strategies tailored to your unique situation. By placing assets in a trust, we help reduce or even eliminate your inheritance tax liability, ensuring more of your wealth is passed on to your loved ones.

We offer a personalized approach to trust creation, making sure your plan is designed specifically for your family dynamics, financial goals, and legal protection needs. Our advisors work closely with you to ensure the trust is flexible, tax-efficient, and aligned with your long-term vision.

Yes, one of our specialised services includes setting up property protection trusts to ensure your home is safeguarded from being used to pay for long-term care fees. Our team will guide you through the options to ensure your family’s home is secure.

Yes, our estate planning services cover rental properties and other investments. We offer strategies for mitigating income tax and capital gains tax on these assets, while ensuring they are protected from legal claims or financial liabilities.

Our services range in price depending on the complexity of your estate and the types of trusts or strategies needed. Typically, our estate plans start at £3,000 to £5,000, but we provide full transparency upfront. During your consultation, we’ll give you a clear breakdown of costs with no hidden fees. The consultation is free of charge.

A will outlines your wishes for asset distribution after death and goes through probate, while a trust holds your assets during your lifetime and can help avoid probate. Trusts offer more control over asset distribution and protection from taxes and legal claims.

Yes, as the trustee or settlor, you retain control over how the trust is managed. You can make changes to beneficiaries or instructions while you’re alive and still have mental capacity, depending on the type of trust you set up.

If you sell a property held in a trust, the sale proceeds usually stay within the trust. However, there may be capital gains tax implications, which can sometimes be deferred or reduced using tax relief options like holdover relief.

Yes, if you set up a revocable trust, you can make changes, add or remove beneficiaries, and amend terms during your lifetime. However, irrevocable trusts are more difficult to change, offering more asset protection but less flexibility.

Trusts typically last up to 125 years, depending on the type of trust and legal structures in place. During this time, trustees will manage the assets based on your instructions, even after your death.