Lifetime Trust

This trust can protect your valuable assets, while allowing you access to the fund.

Lifetime Trust

Advantages of a lifetime trust include:

  • Assets are protected against third party claims, divorce, and bankruptcy

  • Trustees can monitor your trust if you become unable to do so, for example if you become disabled or lack the mental capacity

  • Assets can still be protected after your death, and kept for your beneficiaries.

Why is legal assistance recommended?

A solicitor can help you with:

  • Working out which trust is best

  • Deciding what conditions to include

  • Determining whether you can save on taxes

  • Ensuring your trust doesn’t conflict with your will

  • Advising what to consider when it comes to appointing trustees.