Why Trust Assured Trusts?
We are specialists in Estate Planning and Asset Protection; whatever your concerns, our experienced advisers will work with you to find a solution. We are passionate about the aspect of the Law we comprehensively cover.
Family Trusts
Family Trusts play an important role in Estate Planning. It can assist you to protect your assets and pass wealth to family members in a tax efficient and protective manner. They ensure that assets are passed down the blood line and protected from creditor attack and dilution of wealth through divorce.
Asset Allocation Trust
An asset Allocation trust is a specific Trust designed to protect a residential property from creditor attack. Where a family home is owned outright the asset becomes probate exempt. The trust is designed to expire upon the demise of the life tenant immediately settling the property to the beneficiaries named in the Trust.
READ MOREVulnerable Persons Trust
A Vulnerable Person Trust is designed to protect individuals who may not have the capacity to manage their own affairs. This type of trust is often used to safeguard the interests of elderly people, individuals with cognitive disabilities or mental health issues, and those who are vulnerable to financial exploitation.
READ MOREBuy To Let and Property Portfolios
We will show you how the use of a trust or trusts will ensure that:
The wealth you accumulate in your lifetime will remain in your family for generations to come, and how for a small outlay today, you could save your beneficiaries thousands of pounds in Inheritance Tax. Your beneficiaries will not have to go through the onerous and expensive process of Probate and your property business will continue seamlessly immediately after your death.
Business Relief Trust
A business relief trust is a discretionary trust written into your Will that takes assets that qualify for Business relief and ringfences them against Inheritance Tax.
Business Property Relief (BPR) is a relief given on interests held in businesses and the assets owned by the businesses. The main aim of BPR is to reduce the risk of the Inheritance Tax bill resulting in the breakup of a business when an owner dies.
Probate Assistance
Dealing with a loved one’s estate, navigating the probate process can be overwhelming. We offer a professional caring assistance service guiding you through the intricate documentation in a smooth and thoughtful manner.
Once the documentation is prepared, prior to submission we will discuss with the beneficiaries Inheritance planning tools which may advantage their personal circumstances.
About Us
Trust Assured Trusts are specialists in Estate Planning and Trusts and have been advising their clients and professional advisors since 2008. We Assist Families and Businesses to Protect and Safeguard their Assets
We are passionate about our profession and have always offered our new or potential clients the option of a free review of their will and advise on creating Trusts in the comfort of their own home on a free no obligation basis.
We feel that most people accept that, at some point, making a Will and putting one’s estate in order is a necessity. However a Will can be subject to change whilst a Trust created in life is set in stone.
We have a wealth of experience in the Estate Planning sector. Through our professional approach we give our clients peace of mind through planning
Contact us NOW on 01634 540 123 to book your appointment at a time to suit you
We will come to see you on a no-obligation basis.
The Solution Process
At Trust Assured we are very aware that your circumstances are unique and warrant individual professional consideration. The process below shows how we work on your behalf:
1
First Meeting
This can be by telephone, ‘teams’ video conference call or in the comfort of your own home at a time convenient to you.
In this first meeting we will:
Take a ‘snapshot’ of your estate,
Listen to your concerns and objectives,
Analyse all the options available to you relating to your concerns in line with the current legislations covering all aspects of Estate Planning.
2
Recommend for your consideration
Based on the information collated we will recomend a solution for each part of the plan
We will explain the process along with the costs and benefits connected to each.
The Solution process is included as part of our without-obligation review process and at this stage, should you decide not to proceed with the advice, there is no charge for our services.
3
Second Meeting
Once the solution is approved we will arrange a mutually convenient second appointment
Subject to your approval we will on this appointment take instructions for any part or the whole of the recommendations given.
We will complete all the application processes and collate all documentation required for the legal drafting of the documents. At this stage we require payment for the works.
4
Draft Documents
Once we have received your instruction the document(s) are drafted, checked and submitted to you for approval or amendment. A further draft(s) will be sent until it meets with your approval.
5
Final Documents
Once approved, all documents are fully prepared, created and bound for signature.
All documents are sent to you signed for tracked special delivery with full signing instructions.
6
Completion Process
The documents must be returned to us for final checking and certification if required. Once we are satisfied the documents are in order they will be processed and returned to you for safe keeping.
All Trusts are required to be registered with HMRC, We can complete this process on your behalf or guide you through the process.
How can we assist you?
It will only take a minute
Contact us on the form below
Enquiry Form
All information provided is confidential and will not be shared with third parties.