Family Trust Advisors in Bedford & St Neots
RWA help many people just like you to create benefits for their families through Family Trusts. The aim is to see that the fruits of your labour will continue to benefit your children, and their children for many, years to come.
The tax man wants to keep taxing each generation repeatedly. If however you act now, you can make sure your children and grandchildren benefit from everything that you have worked so hard for over the years.
Do you just have to accept Inheritance Tax of 40%?
This video that explains how a Family Trust can protect your assets for future generations
The Benefits of Setting up a Family Trust
Peace of Mind & No Family Disputes:
Settle your estate now to stop potential disputes after you die, you can deal with the issues now by making a gift of the family home during your lifetime. A Trust cannot easily be challenged in Court whereas a Will can. Increasingly more Wills are being challenged in court by aggressive probate lawyers. By setting up a Family Trust everything is settled now.
No Probate Fees or Delays
Settle your estate now to stop potential disputes after you die, you can deal with the issues now by making a gift of the family home during your lifetime. A Trust cannot easily be challenged in Court whereas a Will can. Increasingly more Wills are being challenged in court by aggressive probate lawyers. By setting up a Family Trust everything is settled now.
Protect from Inheritance Tax
Assets held in Trust are protected from ‘Generational Inheritance Tax’
Protection for The Vulnerable
You can protect assets for family members who are disabled or are vulnerable and who may otherwise lose benefits if money was left in a Will.
Protection for Children
You can protect family members, most often these might be spendthrift children who cannot look after their finances wisely. Also, the assets held in Trust are protected from your children’s financial problems.
Protect Your Home from 'Care Fee Sale'
A Family Trust set up at the right time in your life can protect your home from being assessed by the local authority if you ever needed care later in life.
Family Trust Video Explainers
At RWA, all of our Family Trusts are arranged directly for you with a leading firm of specialist lawyers.
On your behalf we work closely with these carefully legal professionals who are members of ‘Society of Trust & Estate Practitioners’ www.step.org (STEP) for a fixed fee.
In real terms a Family Trust will not cost your family anything apart from the fee to set it up in the first place and once set up there are no ongoing costs. The best-case scenario is that as a result, your family can inherit everything you put into the Trust. It is important to note that you are always in complete control of your Family Trust and the assets you place in it.
For a free, no obligation Family Trust consultation get in touch
Your consultation is arranged at your convenience in your home within the Bedford and St Neots area, and further afield in the UK we can arrange an initial consultation for you by telephone. Simply call us 01480 290060 or press the enquire button below to arrange a no obligation chat.