Setting up a Trust

A Trust fund or a deed of trust is a good way of passing on your assets to your loved ones. Providing them with a regular income which can help to secure their future.  Trusts help to protect your assets from things like paying for care home fees or being used to cover the cost of inheritance tax.

We are experts in setting up trusts and can talk you through the various options available to you and the potential pitfalls.  Depending on what your requirements are we can point you in the right direction, if it is to:-

  • Provide your family with a regular income
  • Avoid selling your home to pay for care home fees
  • Set an age restriction for a beneficiary i.e. 21
  • To Pass on assets while alive


With our caring approach we will ascertain how you want to protect your assets and loved ones and then go through the aspects of what the settlor, trustees and beneficiary’s responsibilities are and select the best trust to help you manage your assets.

To get a full understanding of the type of trusts available please call and speak to one of our friendly advisers.

Sidcup – 0208 269 9901            Horsham – 01403 330 744            York – 01904 234 091

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