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    Living Trusts

    A structure that puts family wealth under family control, not court control, on the day it matters.

    Living Trusts are widely misunderstood. They are neither a tax dodge nor a magic wand — but for the right family, they solve problems a will alone cannot.

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    Living Trusts

    What a Living Trust actually does

    Why it matters

    A Living Trust holds assets during your lifetime and passes them without probate on death. It protects a share of the family home from care-fee assessment on second death, ring-fences life cover pay-outs, and prevents 'sideways disinheritance' when a surviving spouse remarries.

    Probate in England can take nine to eighteen months. During that time, accounts are frozen and property cannot be sold. A properly funded Living Trust bypasses this entirely.

    How it works

    You settle assets — a share of the home, a life policy, a lump sum — into the trust. Trustees you appoint hold and manage those assets under the terms you set. On death, distribution is immediate and private, with no probate court involvement.

    Who it suits

    Families concerned about care fees, second-marriage protection, or the mechanics of probate. Also used where privacy matters more than the wet-signature simplicity of a plain will.

    What's involved

    We draft the trust, transfer the relevant assets in, and register the trust with HMRC where required. Trustees receive a proper induction on their duties.

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    This is work we do directly

    Wills, Powers of Attorney and Property/Living Trusts are drafted and delivered by us. Start with an assessment so we can see the full picture before drafting anything.

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    Members of the Society of Will Writers|28 years of specialist estate planning practice|Serving families across Dorset, Hampshire and the South of England