We help you ensure your family is well looked after in future years
A trust can be an effective way to protect your home and assets

Our estate planning trusts can be flexible, varied and complex, so it is important whether setting up a family trust or an estate planning trust that it is done early, well in advance of the need for protection.

With our associations with Chartered Accountants and Independent Financial Advisors, our bespoke expert advice can guide you through the process, to help choose the right Trust to meet your long-term estate planning strategy in order to achieve your objectives.

Why you need a Trust:

  • It can provide for your dependents who may not be able to manage their own affairs, such as children, elderly, the disabled, or persons suffering from illness
  • Preserve your family home and assets against 3rd party claims
  • Utilise tax allowances for inheritance tax purposes
  • Avoids going through probate (typically probate can cost between 1.5% to 5% of the value of your estate)
  • Allows the trustees to manage the property if you no longer have the physical or mental capacity to do so, which could potentially save many thousands of pounds in care home fees
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I am happy to award Perfect Wills 5 stars .

When our elderly mother rewrote her will, she was guided by Steve and his team at Perfect Wills.
Their knowledgeable, professional approach was sensitive to her thoughts and needs.
They were fully committed to ensuring her will was understood and totally reflected her wishes.
We have no hesitation in highly recommending Perfect Wills to help you or your relative write their will.

The Peters Family – Last Will & Testament

Mrs Adams had co-habited with her partner for over 20 years; she had also put money into the house for home improvements in the past. He died suddenly without a will or children and when Mrs Adams attended his funeral, his sisters told her that by law they would inherit the house. Mrs Adams was extremely worried and following advice from two separate solicitors firms, she had given up hope of retaining her home. She then approached Perfect Wills & Estate Planners, who advised that under the Inheritance (Provision for Family and Independence) Act 1975 she could make a claim and probably retain her home in which she had resided for many years. Perfect Wills through our Associates secured the house in her name and negotiated a very fair and affordable settlement for the two sisters.

Mrs Adams – Probate & Contentious Probate Matters

Mr. and Mrs. Brown were on their second marriage and had a £450k house. Mr. Brown had put in £300k and Mrs. Brown had put in £150k and they were joint owners. He had two children from his first marriage and she had a daughter. By putting their respective shares of the house into trusts for their children, it ensured both could live there till they died, both families were protected and the house avoided probate, saving thousands.

“Steve, thanks for sorting out Mum and Dad’s situation. We’re all assured of our inheritance now, no arguments and no fuss.”

Mr. and Mrs. Brown – Family Asset Protection Trust

Why choose Perfect Wills & Estate Planners?

Knowledge

We keep ourselves informed on all aspects of probate, estate planning and asset protection to ensure we can provide the right solution for you.

Capability

We create solutions that are right for you by only employing the best and continually developing our talent.

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We do business honestly and transparently, placing great customer service at our core and we’re always striving to give you greater value.

An estate planning trust can be an effective way to protect your home and assets to ensure they pass on intact to the people you choose and want to benefit. The ‘setting up a trust’ permits the separation of legal ownership to that of beneficial interest. Acting as a protective mechanism, whereby property or assets are transferred from one person (the ‘settlor’) to another person (the ‘trustee’), to then hold the property for the benefit of a specified list or class of persons, known as the ‘beneficiaries’.

Our trusts include:

Main advantages/benefits of a Trust:

  • It can provide for your dependents, those who may not be able to manage their own affairs, such as infant children, elderly, the disabled, or persons suffering from illness
  • It helps to preserve your family home and assets against 3rd party claims, examples include bankruptcy, Creditors, divorce or the estranged
  • It can be effective in tax planning, whereby allowing a gift to be made from the value of your estate, utilising tax allowances for inheritance tax purposes
  • Allows you to distribute assets to heirs efficiently without cost and unnecessary delay by having to go through probate, typically probate can cost between 1.5% to 5% of the value of your estate
  • Allows the trustees to manage the property if you no longer have the physical or mental capacity to do so, which could potentially save many thousands of pounds in care home fees
  • For business continuity, if you have a business the shares in a Company can be transferred to trustees prior to death. A Trust can be used to prevent the unnecessary liquidation of a family Company, or might include the provision of payments to be made to members of the family from dividend income, with the trustees retaining the shares and keeping the company running (except in special circumstances)
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