Trusts – protect your family and your assets

Fixed-fee Trusts without the hassle.

If you are concerned about care home fees, inheritance tax, sideways disinheritance or vulnerable beneficiaries a trust Will may be more suitable. Our team of experts will discuss your options with you and help you decide which trust(s) are suitable for your particular requirements.

Or if you’d prefer, you can call us directly on: 01252 26 88 62 →

Some of the reasons for why Trusts may be used

Reasons for Trusts - MGF Wills - Care Home Fees

To help protect against the effect of care home fees.

Reasons for Trusts - MGF Wills - Vulnerable Beneficiary

To help provide for a vulnerable beneficiary.

Reasons for Trusts - MGF Wills - Capital for children

To preserve capital for children.

Reasons for Trusts - MGF Wills - Tax Liabilities Mitigation

To mitigate tax liabilities.

Reasons for Trusts - MGF Wills - Right to occupy

To provide partners with the right to occupy a property without transferring ownership to them.

Reasons for Trusts - MGF Wills - Re-marriage

To ensure that assets are protected against the effects of re-marriage.

In some circumstances a Standard Will is not always suitable for people with minor children, people who have children from a previous relationship or who have re-married, people who may have to consider the care of dependents with special needs, couples who may need to consider care fees or people with generally more complex Estates. Trusts would normally be set up for these situations. 

When you make a Will, the people who you’d like to receive your estate are known as beneficiaries. It may be that you don’t want those beneficiaries to receive their inheritance directly. Trust Wills allow you to set up special instructions to hold assets on behalf of your beneficiaries. You appoint Trustees (people you trust) to administer the assets on your behalf.

Trusts are a useful tool where you have children from a previous relationship who you want to benefit, or where you’re leaving your estate to a vulnerable person who’ll need assistance to manage their inheritance. Most people don’t even consider that they’d need a Trust for their children if themselves and their partner were to die at the same time. You could also use a Trust Will to protect the value of your estate for your children in the event that your current partner re-married in the future, incurred large care fees, or simply changed the wishes in their will after you died.

Our Professional Estate Planning service offers the following:

Protection - MGF Wills - Trusts

Protection

for your assets – we will guide you through your options and provide advice tailored to your specific circumstances.

Preservation - MGF Wills - Trusts

Preservation

of your Estate – with careful planning you can significantly reduce your tax liabilities and the impact that care fees may have on your Estate.

Promise - MGF Wills - Trusts

Promise

to look after your loved ones – careful Estate Planning means that they can be looked after even after you are gone.

Professional - MGF Wills - Trusts

Professional

advice delivered in a friendly and concise manner.

Peace of Mind - MGF Wills - Trusts

Peace of Mind

we are qualified and regulated by the Society of Will Writers and the Institute of Professional Will writers and we hold £2.5 million worth of Professional Indemnity Insurance.

Read our reviews

Hannah Dunmall
Hannah Dunmall
04/03/2021
Verified
I would highly recommend MGF. Marie guided us kindly and professionally from the first initial phone call to the final signing. She provided an un-pressured, user friendly service, that was very personal and efficient. We were very ignorant around the whole subject of wills and lasting powers of attorney, but Marie always made us feel that no question was a stupid one, and gave her time and attention to ensure we understood all that was involved. We have peace of mind now that we have everything in order, and wouldn’t hesitate to recommend Marie.
Nicole Falleur
Nicole Falleur
26/02/2021
Verified
I found this lady's business on an online search for a local will writer / solicitor for my Mother & I to write our wills after having not so positive experiences with previous companies we'd tried & Mum preferred to relate to a lady & I found that she was in our area & the only 1 who had 100% 5* Star ratings from all her customers who'd left reviews ! So we contacted her & went from there ! 🙂 We could not have found or wished for anyone better ! She offers such a personal service & is so easy to communicate with & is very knowledgeable & goes "the extra mile", nothing seems too much trouble & despite being a very busy woman, she gives as many extra hours of her time as her clients need & she does it all at a set fee ! She does not charge extra add on, additional charges for every hour, phonecall, Zoom call, visit, paperwork she does for you, she keeps to the very competitive price she quoted at the outset, which we found most unusual & refreshingly nice & welcome & very much appreciated indeed, no hidden charges or fear of nasty, frightening financial surprises ! She is such a very lovely person, personable, natural & relaxed to deal with, competent & efficient, keeps her word & punctual, doesn't let you down. We couldn't find better & she truly exceeded our expectations & we will use her again as she offers multiple legal services as listed on her website. Thank you Marie !
Victoria Shortland
Victoria Shortland
26/02/2021
Verified
Fabulous service from MGF Wills and Estate Planning. Marie was very helpful and answered our many many questions very patiently! I felt that Marie really knows her stuff and is very reasonably priced. Highly recommended.
Mr Clive Wills
Mr Clive Wills
12/02/2021
Verified
My wife and I had Mirror Wills drawn up. Marie was very professional, friendly and excellent communication throughout. She talked us through all aspects of wills. A very straightforward process and job done promptly. Completed in a Covid safe way. We would definitely recommend MGF.
Lissy Evett
Lissy Evett
11/02/2021
Verified
My objective was to find a good and affordable Will writing service that could accommodate me in a timely manner. I found all of those things with Marie Forkner, from the MGF Wills & Estate Planning Service. Great customer service, professional, knowledgeable, and friendly. I highly recommend MGF Wills & Estate Planning Service. Excellent!
Kerry Davis
Kerry Davis
01/02/2021
Verified
Please do not hesitate in using MGF Wills. Excellent, knowledgeable service with unbiased advice and guidance. Look no further for your future planning needs. Highly recommended to anyone considering Will writing/storage etc. Wouldn’t hesitate recommending to friends and family A*.
Doug
Doug
24/01/2021
Verified
We would highly recommend MGF Wills. We had a will made last year. Marie was thorough, patient and willing to answer all our questions. There was no pressure put on us. Pricing was clear from the start. Highly recommended.
Carruthers Family
Carruthers Family
20/01/2021
Verified
Friendly advise & clear directions making completing our 1st Wills very straight forward. Have already recommended to a friend. It didn’t matter that it was all completed over the phone rather than face to face.
Mark C
Mark C
18/01/2021
Verified
Great service, competitively priced and quick turn around time. Marie explained everything clearly and was very knowledgeable. Would definitely recommend.
Mark Smith
Mark Smith
13/01/2021
Verified
Marie drew up the wills for my partner and I. She was professional and accommodating throughout the entire process. Everything was explained clearly and there was no such thing as a silly question. She even took the time to walk us through the signing process with our neighbours! We would thoroughly recommend Marie and will be using her in future if and when we need to update our wills.

Or if you’d prefer, you can call us directly on: 01252 26 88 62 →

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