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- Trusts within the Will
Age 18 to 25 Special Trust within the Will
- £80.00
- Age 18 to 25 Special Trust or a Bereaved Young Person's Trust (or section 71D settlement) is a trust created within a will with an age condition set between 18 and the beneficiary's 25th birthday. To qualify as an Age 18 to 25 Special Trust, the trust must satisfy certain conditions as per section 71D IHTA 1984. These conditions include…
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- Trusts within the Will
Agricultural Trust within the Will
- £350.00
- Our team of experienced lawyers can assist with the preparation of an agricultural trust within a will, ensuring that it complies with the requirements for agricultural property relief and that it accurately reflects the individual's wishes for their agricultural property. We will provide clear, practical advice on the best approach to ensure that the agricultural property is protected and preserved…
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- Trusts within the Will
Bereaved Minor Trust within the Will
- £80.00
- A Bereaved Minor Trust within the Will is a type of trust established in the UK to provide financial support for minors who have lost one or both parents. It is created as a subcategory of a discretionary trust and must meet specific legal requirements.
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- Trusts within the Will
Business Trust within the Will
- £350.00
- A Business Trust within the Will is a type of trust established as part of an individual's estate planning that provides for the continuation of a business or ownership interests in the event of their death. This type of trust can help to ensure the smooth transition of business ownership and can provide benefits for both the individual and the…
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- Trusts within the Will
Disabled Discretionary Trust within the Will
- £600.00
- A Disabled Discretionary Trust within the Will is a trust that is established in a person's will for the benefit of specific disabled beneficiaries. It is a type of discretionary trust, which means that the trustees have discretion over how and when the trust assets are distributed to the beneficiaries.
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- Trusts within the Will
Discretionary Trust of Residue
- £600.00
- A Discretionary Trust of Residue is a type of trust that can be established to hold the remaining assets of an estate after specific gifts have been distributed. This type of trust is created in a person's will and comes into existence after their death.
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- Trusts within the Will
Discretionary Trust of Residue (including RNRB)
- £600.00
- A Discretionary Trust of Residue including RNRB (Residential Nil Rate Band) is a trust established in a person's will to hold the residue of their estate, after all debts and other specific legacies have been paid. This type of trust can be used to provide greater flexibility and control over the distribution of assets to beneficiaries, especially in cases where…
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- Trusts within the Will, Will & Additional Clause, Will with Distribution to Trusts, Wills
Execution Statement
- £0.00
- An Execution Statement is a formal statement that is included in a will to indicate that the document has been executed according to the legal requirements of the jurisdiction where it was created. In the UK, the law sets out specific formalities that must be followed when executing a will in order for it to be valid.
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- Trusts within the Will
Interest in Possession Trust within the Will
- £500.00
- An Interest in Possession Trust is a type of trust that is established outside of a will, but referenced in the will. It is usually recommended for married couples with an estate that exceeds the 2 Nil Rate Bands. The trust is created to receive the excess or residue of the deceased's estate over and above the Nil Rate Band.
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- Trusts within the Will
Legacy of RNRB
- £480.00
- The Legacy of Residence Nil Rate Band is a UK tax allowance that allows an individual to pass on their home to their direct descendants without incurring inheritance tax. This is in addition to the standard inheritance tax allowance, which currently stands at £325,000 per individual. The Residence Nil Rate Band (RNRB) was introduced in 2017, and it provides an…
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- Trusts within the Will
Life Interest Trust within the Will
- £600.00
- Life Interest in Property Trusts are trusts established in a Will that provide the beneficiary, known as the life tenant, with the right to receive income from the trust assets during their lifetime. On the life tenant's death, the trust assets pass on to the remaining beneficiaries named in the Will.
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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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