Trusts have a role to play when assets need to be safeguarded or managed on behalf of one or more people (“beneficiaries”). This might be appropriate when:

  • A particular beneficiary cannot or should not manage their own money (some learning disabled, ill, prone to bankruptcy)
  • Beneficiaries are too young
  • A particular asset needs to be preserved for a wide range of beneficiaries

We assist in the creation of trusts, and can also act as a trustee.

True story

Mr J is learning disabled. His family have created a trust which will receive monies as family members die. The trust enables Mr J to have “extras” bought for him whilst not disqualifying him from means-tested benefits.

Further information

Management Services
Power of attorney
Court of Protection
What will it cost?