Services
Trusts
Trusts have deep roots in British history and continue to be relevant financial instruments for families today. Far from being exclusive to the wealthy, trusts serve a variety of purposes.
When might a Family Trust be appropriate?
Trusts have deep roots in British history, from company pension schemes to charitable organisations. Today, family trusts remain valuable tools for protecting assets and planning for the future.
We identify several scenarios where family trusts could benefit you:
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Protecting estates for future generations, including grandchildren
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Safeguarding assets from marriage breakdowns or bankruptcy after death
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Protecting children's inheritance from previous relationships
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Managing life insurance and pension policy proceeds to minimise inheritance tax
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Supporting vulnerable beneficiaries against creditors and financial challenges
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Reducing inheritance tax burdens across multiple generations
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Providing privacy compared to probated wills
Core Benefits of Trust Planning
Trust planning offers two primary advantages:
Reduce Inheritance Tax
Effectively reducing future generation Inheritance Tax liabilities through strategic trust structures.
Asset Protection
Minimising exposure of assets to social impacts such as divorce, separation, and bankruptcy.
Trusts prove particularly valuable for complex family situations, second marriages, and transferring assets between generations. They offer both tax efficiency and protection that a simple will cannot provide.
Our Trust Portfolio
Watermead Trust Planning provides two main trust structures to meet different planning needs:
The Inheritance Tax Trust (IHT)
Designed to help families reduce their inheritance tax liability while maintaining flexibility and control over their assets.
Learn moreThe Business Preservation Trust
Protects business assets and ensures continuity, safeguarding your company for future generations.
Learn moreReady to explore trust planning?
Contact us to discuss how a trust structure could benefit your family and protect your estate for future generations.
Or reach us directly