What is Trust Planning?

A common misconception I come across is that trust planning (including wills) and securing a financial legacy for future generations is exclusively for the uber-wealthy. This is absolutely not the case in reality.

Yes, it’s true that wealthy families have for many centuries been using trust planning to secure, protect and grow family assets in an efficient manner, but this type of planning is no longer just for nobility.

In the last two generations since the end of the Second World War we have seen rapid growth in middle class wealth, fueled primarily by property and equity markets. This means that middle class families now need to protect wealth from over-taxation, creditors, divorce, care home fees, IHT, etc. in the same way that high net worth families have been doing since the 11th century.

Is it for me?

If you wish to protect your estate during life and on death and pass on your assets in an efficient, whatever the size of your estate, then get in touch to find out more.

Planning for the future optimizes your estate, provides you with control over your affairs and assets, whilst protecting your estate in a worst case event, when you and your family need it the most.

Want further information?

Perhaps the most important advice I give to my clients is to plan carefully and do not leave things to chance. My job is to help you grow and protect your assets by providing the knowhow you need to make informed decisions about your future. I then help you implement the strategy into a reality. I will work with you over the long term, helping you to build, brick by brick, a successful and robust financial situation.

Get in touch to discuss your estate planning requirements.

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