Trusts in Farnham – protect your family and your assets
Fixed-fee Trusts in Farnham.
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 Farnham Trusts may be used
To help protect against the effect of care home fees.
To help provide for a vulnerable beneficiary.
To preserve capital for children.
To mitigate tax liabilities.
To provide partners with the right to occupy a property without transferring ownership to them.
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 Trusts in Farnham service offers the following:
Protection
for your assets – we will guide you through your options and provide advice tailored to your specific circumstances.
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
to look after your loved ones – careful Estate Planning means that they can be looked after even after you are gone.
Professional
advice delivered in a friendly and concise manner. Whether you live in Farnham or not, we’re always here to help.
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.
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Or if you’d prefer, you can call us directly on: 01252 26 88 62 →