Trust Planning

Using Trusts to Protect your Legacy

A trust is a legal concept that started in the Crusades and has been developed over the centuries to become a robust mechanism used the world over.  

By using trusts to protect your assets, you are able to specify how and when your beneficiaries will receive a benefit from your estate.  You can impose conditions or time limits on gifts to individual members of your family.  This can be of enormous benefit to their long term security.

Leaving absolute gifts in your will:

  • Your son or daughter's estranged spouse could receive a nice windfall from your estate.
  • If your husband or wife who goes into care after your death may be forced to use the estate to pay for that care.
  • After your estate has paid inheritance tax, the inheritance you leave your beneficiaries maybe subject to more inheritance tax when they die.

Making gifts via trusts you are able to:

  • Protects your son or daughter from losing their inheritance in a divorce.
  • Reduce the risk of losing your estate to the local authority to pay for your spouse's care fees
  • Delay the gifts to your children or grandchildren until they are responsible enough to appreciate it.

Read more about our trusts by downloading our Trusts and Loan factsheet


Check Out Our Reviews

Its always nice to be complimented for the work we do.  Please check out some of our reviews to get a real opinion of what our clients think of our service.

I used these guys some time ago to sort out my will. They did an excellent job and kept me informed the whole way through it all. Very easy to use and a good peace of mind.

Michael Hill -

I would like to say that when I tackled the area of asset protection and wills, I was not sure what to expect as it’s not an area we are all comfortable with, no need to worry as Mike took care of everything, I found Mike to be attentive, caring, informative, professional and likeable with great knowledgeable and more importantly, always on hand to return emails or calls if you need him, first class service Mike well done Sir.

Tony Plum -

I would highly recommend Mike for all your estate planning needs. Mike made what felt initially like a very daunting, complex task very straightforward and easy. Mike was able to explain everything to us in very simple terms and he really took the time to understand both our financial and personal circumstances before making his recommendations to us. I will being recommending him with confidence to my friends and family.

Kate Llewellyn -

Mike is very friendly, easy to talk to and professional. As an Independent Financial Adviser, I am happy to refer my clients to Mike for Will writing and estate planning services, as Mike is very knowledgeable in this area.

Charlotte Owens - Grosvenor Consultancy Ltd

Excellent professional service. Mike carefully analysed our needs and tailored a great product to secure our financial future and legacy - highly recommend


Linda Attram - Founder of Mothers in Business

Mike has been absolutely amazing! He has made the whole process so simple - we most certainly would have been lost without him. Mike is very knowledgeable, patient, and efficient. Highly recommend his services. Thank you, Mike

Millika Stewart -

Strategic Wills very professionally helped me get my estate in order. They provided expert advice and guidance during every step of the process.

Mark Leadbeater -

Mike is an excellent choice for estate planning and has helped me with my set up. He explains things in an easy to understand way and is very personable too. I’d definitely recommend his services.

David Clyde -

Get in touch

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Unit 8
Manor Stables
Great Somerford
SN15 5EH
United Kingdom

t: (+44) 01285 885448