Advanced Estate Planning
Advanced Estate Planning — also known as a Will trust is a legal arrangement created within a Will that places some or all of a persons assets into a ‘trust’ after their death, to be managed by the ‘trustees’ for the benefit of chosen ‘beneficiaries’ according to specific terms.
The correct Will can allow you to:
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Specify whom you wish to inherit your estate, in what order and in what proportions, so that you have comfort in the knowledge that your wishes will be carried out
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Make specific legacies to family or friends or gifts to your favourite charities
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Appoint suitable guardians for young children, rather than leaving the decision to the Courts
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Set up maintenance trusts for children to protect their inheritance until an age specified by you
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Make provision for children or other beneficiaries, should your surviving partner remarry
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Protect your share of the property from having to be sold to pay your surviving partner’s future care fees, thus still having assets to leave to your family
INHERITANCE TAX PLANNING, WILL WRITING, TRUSTS AND TAXATION ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
Frequently asked questions
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