Your Legacy

 

How do you create a legacy for those you leave behind?



 

Reducing or preventing claims against your estate

 

The Courts can effectively rewrite your Will under the Family Protection Act 1955 if it considers that members of your family have been disadvantaged by its provisions. However, the Court cannot rewrite your trust for Family Protection Act purposes.

 

Protecting property from (and for) your children

 

You may be reluctant to simply give your assets to your children during your lifetime or on your death. That is If you have concerns about their ability to manage their financial affairs. If you give your assets to a family home trust, then the trust can provide a vulnerable child with income and/or capital to meet their cash requirements as they arise. This can protect the long-term value of your family’s assets.

 

Are you eligible?
Take our 30 Second Survey

TrustUs can work for you if you and/or your partner answer TRUE to the below statements

  1.  Currently own your own home (TRUE/FALSE)
  2.  You (and/or) your partner are not a builder (TRUE/FALSE)
  3.  You (and/or) your partner are not property developers (TRUE/FALSE)
  4. You (and/or) your partner are not retired or looking to retire in the next 5 years (TRUE/FALSE)

 

 

Learn more today

 

SAMPLE DOCUMENTS 

Quality assured by leading experts.

 

 

Order Form | Letter of Wishes | Trust Deed | IR596 Form | Trustee Resolution | Deed of Nomination | Easy Will | Transfer of Life Insurance