Vulnerable/Disabled Beneficiary Will Trust

Discretionary Trusts are set up by parents or other relatives as a way of making long-term financial provision for a disabled/vulnerable beneficiary. The reason a Trust is useful is that assets, once put in Trust, do not belong to either the donor (the person making the gift), or the beneficiary of the Trust. This [...]

2025-01-08T14:36:43+00:00October 17th, 2018||

Discretionary Will Trust

A Discretionary Will Trust is a way of passing your estate on to those you wish to inherit on a discretionary basis. This means that you indicate in your Wills the people, or groups of people (e.g. children, grandchildren), that could potentially inherit your estate, but the decision as to who inherits what, and [...]

2025-01-08T14:38:51+00:00October 17th, 2018||

Flexible Life Interest Will Trust

A Flexible Life Interest Trust (FLIT) in your Will offers greater peace of mind if you wish to protect the value of your estate for future generations. It is often described as the ideal modern Will Trust, as it allows for adequate provision for the surviving spouse/partner, whilst incorporating flexibility into the Will whereby [...]

2025-01-08T14:38:32+00:00October 17th, 2018||

Right to Occupy Will Trust

A Right to Occupy is a clause in a Will that gives a beneficiary the right to occupy a property for a period of time and that ends in specified circumstances, for example: a period of years (such as two years, 5 years etc) at a certain age (such as at age 18, age [...]

2025-01-08T14:35:27+00:00October 17th, 2018||

Protective Property Will Trust

A Protective Property Will Trust (PPWT) does what it says on the tin - it protects property! It is a collection of clauses added to your Last Will and Testament to ensure that your share of your property is ultimately left to the people you choose, while also ensuring that a nominated person (known [...]

2025-01-08T14:37:41+00:00October 17th, 2018||
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