Flexible protection for your assets
Trusts
Trusts are powerful legal tools that let you protect assets, provide for loved ones, and control how your estate is used — during your lifetime and after. They're more common and more useful than most people think. We help families across North Devon decide whether a trust is right for them.
What is a trust?
A trust is a legal arrangement where you (the settlor) transfer assets to trustees, who hold and manage them for the benefit of your chosen beneficiaries. Trusts can be set up during your lifetime or written into your will.
Common uses
Trusts can protect assets from care home fees, provide for a vulnerable family member, ring-fence property for your children in a blended family, or reduce inheritance tax. We'll help you work out whether a trust is right for your situation.
Ongoing support
Setting up a trust is just the beginning. Trustees have legal duties and responsibilities. We provide ongoing guidance and support to make sure everything runs smoothly and stays compliant.
Common questions
Are trusts only for rich people?
Not at all. Many families use trusts to protect their home, provide for children, or manage inheritance tax. If you own a property, a trust could be relevant to you.
Can I be a trustee of my own trust?
In some cases, yes. We'll advise on the best structure for your circumstances.
How much does setting up a trust cost?
It depends on the type and complexity. We'll give you a clear, fixed quote after understanding your needs.
Curious about trusts? Let's talk it through.
Free, no-obligation initial meeting. A quote will be provided once we understand your requirements.