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- Trusts NOT Settled by a Will
Family Gift Trust
- £600.00
- The Family Gift Trust is a type of trust that is established outside of a will and is primarily used for lifetime planning. It allows clients to transfer assets into the trust while they are still alive. The key feature of the Family Gift Trust is that the Settlor of the trust is not a potential beneficiary of the trust.…
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- Trusts NOT Settled by a Will
Family Holdover Gift Trust (CGT Holdover)
- £1,200.00
- The Family Holdover Gift Trust is a type of trust established in the UK for lifetime planning purposes. It is a type of Pilot Trust that is created outside of a Will and is not usually referenced in the Will. The purpose of the trust is to allow individuals to settle assets into it during their lifetime, which can be…
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- Trusts NOT Settled by a Will
Family Investment Probate Trust
- £480.00
- The Family Investment Probate Trust is a type of 'Pilot Trust' that is established outside of the Will. This trust allows the settlor(s) to settle investments, cash, and other assets into the trust while they are alive. One of the key features of this trust is that the settlor(s) are also potential beneficiaries of the trust, along with others, which…
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- Life Assurance Trusts, Trusts NOT Settled by a Will
Family Life Assurance Trust
- £450.00
- The Family Life Assurance Trust is an effective tool for estate planning that is established outside a Will. Unlike other trusts that may be referenced in the Will, the Family Life Assurance Trust is established specifically for life assurance policies. The process of assigning appropriate policies to the trust enables the removal of the sum insured from the policy holder's…
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- Trusts NOT Settled by a Will
Family Pension Death Benefits Trust
- £320.00
- A Family Pension Death Benefits Trust is a type of trust that is set up to receive and manage the death benefits of a pension plan for the benefit of the family members. The main purpose of this trust is to provide financial security for the surviving spouse and dependents of the deceased.
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- Trusts NOT Settled by a Will
Family Personal Injury Trust
- £1,200.00
- A Family Personal Injury Trust is a type of trust that is established to protect compensation received as a result of a personal injury. The purpose of this trust is to ensure that the compensation received is not taken into account when calculating means-tested benefits or used to pay for care fees. The trust is created by the injured person…
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- Trusts NOT Settled by a Will
Family Probate Protection Plus Trust (Assets)
- £2,300.00
- The Family Probate Protection Plus Trust (PPPT) is not limited to assets related to a client's principal private residence. While settling part or all of the residence to the trustees is one option, the PPPT can also be established for other assets such as cash, stocks, or other investments.
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- Property Services & Conveyancing, Trusts NOT Settled by a Will
Family Probate Protection Plus Trust of Land including money back guarantee
- £3,000.00
- The Family Probate Protection Plus Trust (PPPT) is a pre-established 'Pilot Trust' designed to be established outside of a Will. It is a comprehensive product that involves the transfer of part or all of a client's Principle Private Residence to the Trustees via Conveyance while the client is still alive. A crucial feature of the PPPT is that the Settlors…
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- Property Services & Conveyancing, Trusts NOT Settled by a Will
Family Probate Protection Plus Trust of Land without money back guarantee
- £1,900.00
- The Family Probate Protection Plus Trust (PPPT) is a pre-established Trust designed to be established outside of a Will. It is a comprehensive product that involves the transfer of part or all of a client's Principle Private Residence to the Trustees via Conveyance while the client is still alive. A crucial feature of the PPPT is that the Settlors of…
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- Trust Administration, Trusts NOT Settled by a Will, Trusts within the Will, Will with Distribution to Trusts
Memorandum of Wishes (included with Trusts)
- £0.00
- A Memorandum of Wishes is a document that can be created alongside a trust to provide guidance to the executors or trustees about how the testator would like certain aspects of their estate to be handled. It is a non-binding document, meaning that it does not have the same legal effect as a trust, but rather serves as a statement…
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- Trust Administration, Trusts NOT Settled by a Will, Trusts within the Will, Will with Distribution to Trusts
Memorandum of Wishes Standalone
- £100.00
- A Memorandum of Wishes is a document that can be created alongside a trust to provide guidance to the executors or trustees about how the testator would like certain aspects of their estate to be handled. It is a non-binding document, meaning that it does not have the same legal effect as a trust, but rather serves as a statement…
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- Trusts NOT Settled by a Will
Nomination of Pension Death Benefits
- £320.00
- Nomination of pension death benefits refers to the process of designating a person or persons to receive the benefits of an individual's pension plan after their death. This is an important aspect of estate planning and ensures that the benefits of the pension plan are distributed according to the wishes of the individual.
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