top of page

Trusts

Most people will benefit from using a Trust in their Will.  The most common reasons to have a Trust are to maintain some control the management of your assets after you pass, or to ring fence your assets to protect your beneficiaries. 

Modern life can be complex - we all have different circumstances, desires and needs, and no one can be certain of what the future holds.

Contact us today find out how a Trust may benefit you!

FMS Wills Final Logo.jpg
Couple in Nature

Life Time Interest Trust

A Life-Time Interest Trust ensures that your asset such as your home, or share of your home, is left to your chosen beneficiaries, whilst also meaning someone, usually your spouse or partner can continue to enjoy the asset for the rest of their life.  Your asset is left in trust to your final beneficiaries such as your children or grandchildren, whilst also protecting someone such as your spouse or partner, allowing them to continue to enjoy the asset while they are alive....Read more

Couple in Nature
Grandmother and Granddaughter

Property Protection Trust

Sometimes known as a Protective Property Trust, a Property Protection Trust is a way of preserving your share of your home if you pass away before your partner. Your partner can continue to enjoy the home, but your share is held in Trust for your chosen beneficiaries which protects them against sideways disinheritance if your partner later marries, and also protects your share from your partners fees for later life care....read more

Couple in Nature

Disabled Person's Trust

A disabled person's trust allows you to nominate a trustee or trustees to manage the affairs of your disabled beneficiary which avoids the long and costly process of appointing a deputy. The Trust also protects your beneficiary from losing any means tested benefits they would lose if they inherited outright....read more

Signing a contract
Selfie

Family Inheritance Trust

A Family Inheritance Trust is a is a very flexible form of Trust which is used to both protect assets for your beneficiaries when you pass, and also control how those assets are used. In these Trusts, the trustees have discretion over how, when and for whose benefit to use all of the capital and income of the Trust fund. You leave instructions for the trustees as to how the assets are to be used...read more

Couple at Home

Right to Occupy Trust

A Right to Occupy Trust is similar to Life-Time Interest Trust in that it  ensures that your home, or share of your home is left to your chosen beneficiaries, whilst also meaning someone, usually your spouse or partner can continue to live in the property for the rest of their life or a time specified by you. Your share in the home is left in trust to your final beneficiaries such as your children or grandchildren, whilst also protecting someone such as your spouse or partner, allowing them to continue to enjoy their home....Read more

Couple at Home

Mrs T.E. London

google-5-stars.png
“When making my will my anxiety levels shot through the roof however I think I struck lucky with FMS Wills and Estate Planning, they made the whole process manageable and I started to feel confident and on top of what I was doing. Nothing was too much and their patience and expertise was amazing. Thank you so much Family Money Savers for the understanding and kindness you communicated throughout this whole process. I would highly recommend this service to everyone. Thank you, thank you, thank you."

Mrs C.A. Stevenage

google-5-stars.png
"I found Family Money Savers very helpful everything was explained fully and clearly understandable. It was also done in a professional way we would recommend them
Thank you FMS Wills and Estate Planning for your work on our behalf"

Mr & Mrs H. Haverhill

google-5-stars.png
“We did our Wills and Lasting Power of Attorneys with Family Money Savers Ltd they made a very complicated looking job very easy by explaining everything very clearly and being very patient as we took so long to do everything, I highly recommend this company”
bottom of page