Comprehensive Trust Planning Services in Warwickshire
Protect What Matters Most with Trusts & Will-Based Estate Planning
When it comes to securing your assets and safeguarding your loved ones' futures, Trusts and Wills are two of the most powerful estate planning tools available. Whether you’re planning for your own peace of mind or looking to pass on wealth responsibly, trust planning offers a level of protection and control that a Will alone may not provide.
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We offer expert Trust and Will Planning across Warwick & Warwickshire, helping you make confident, informed decisions about your estate.
What Is a Trust?
A trust is a legal arrangement that allows you (the settlor) to transfer assets to someone else (the beneficiary) — but under specific conditions that are managed by a third party (the trustee). You can have multiple people in any of these roles, depending on your wishes.
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Lifetime Trusts – set up and active during your lifetime
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Will Trusts – created as part of your Will and take effect after your passing
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Both can work alongside your Will to add additional layers of protection, flexibility, and control.
Why Consider Setting Up a Trust?
Trusts aren’t just for the ultra-wealthy. They are a smart, practical way to ensure your estate is managed according to your wishes. With a properly set-up trust, you can:
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Protect your assets from risk
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Control how and when your wealth is distributed
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Safeguard gifts from misuse, divorce, or bankruptcy
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Reduce exposure to inheritance tax (IHT)
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Provide support for vulnerable or young beneficiaries
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Trusts can even offer pathways for reclaiming assets if they are misused — going beyond the protection of standard legal rights.
When Is Trust Planning Especially Useful?
1. Supporting Children or Vulnerable Loved Ones
Trusts allow you to earmark funds for specific purposes — like a child’s education or a partner’s long-term care — ensuring that money is spent responsibly and as intended.
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2. Shielding Against Bankruptcy
If a beneficiary falls into financial trouble, assets held in trust are typically protected from creditors, making sure your gift is not lost.
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3. Protecting Inheritance in a Divorce
A trust can prevent your child’s inheritance from being split in a divorce settlement. Without a trust, an ex-spouse could potentially claim up to half of what you intended for your child.
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4. Managing Inheritance Tax
Well-structured trusts can help reduce the size of your taxable estate. If the trust is created at least 7 years before your death, the assets may not count towards your estate for inheritance tax purposes — potentially saving your beneficiaries a significant amount.
Get Expert Help with Trust & Will Planning in Warwickshire
Whether you’re exploring trusts for the first time or reviewing your existing estate plans, we’re here to help you make confident choices that protect your loved ones and honour your wishes.
Reach out to our experienced estate planning team in Warwick & across Warwickshire — we’ll guide you through every step, clearly and compassionately.