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Setting up a trust to protect your assets

 

Clear advice on the right trust, the right trustees, and the right documentation.

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Put assets into a structure that protects what matters

A trust is a legal arrangement where assets are held by trustees for the benefit of someone else. Trusts can be useful where you want greater control over how assets are managed, who benefits, and when.

Trust planning is not one size fits all. The right solution depends on your family circumstances, the assets involved, and what you are trying to achieve. Our solicitors advise individuals and families across Staffordshire and the West Midlands on suitable trust options and prepare the documentation correctly, with clear, practical guidance throughout.

What a trust can help with

We will explain options clearly and recommend the right approach for your circumstances.

Protecting assets for children and future generations

Providing for a partner while protecting assets for children

Managing assets for vulnerable beneficiaries

Reducing the risk of family disputes

Control over when beneficiaries receive assets

Holding property or investments in a trust

Choosing trustees and setting clear powers and duties

Reviewing existing trusts and trustee responsibilities

Trust registration and ongoing compliance guidance where needed

Enquire about setting up a trust

Tell us what you are looking to achieve and we will route your enquiry to the right person.

When is a trust worth considering?

A trust may be worth considering if you want to protect assets for children, provide for a partner while safeguarding what ultimately passes to your family, or plan for more complex circumstances such as second marriages and blended families. Trusts can also be appropriate where a beneficiary may need support managing money, or where you want control over when assets are accessed.

Choosing the right trust type

There are different types of trust and each has different legal and tax implications. The right option depends on your aims and your wider estate planning. We will explain the choices in plain English and recommend a suitable approach, including how trustees should act, what powers they should have, and what practical steps are required to put the trust in place.

Our Wills, Trusts and Probate team supports clients across Staffordshire and the West Midlands, including Cannock, Lichfield, Dudley and Sutton Coldfield.

Why trusts are used in estate planning

Trusts can add protection and control, when the circumstances call for it.

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Control over assets

Set rules for how assets are managed and when beneficiaries can benefit.

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Protection for children

Hold assets safely for younger beneficiaries or for future generations.

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Support for vulnerable beneficiaries

Create a structure to protect someone who may need help managing finances.

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Planning for blended families

Provide for a partner while protecting what should pass to children later.

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Reduced risk of disputes

Clear structures and documentation can reduce ambiguity and conflict.

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Joined up planning

Align trusts with your will, LPAs, and wider estate planning.

Want advice on whether a trust is right for you?

A short conversation is often enough to clarify options and confirm the best next step.

Trusts FAQs

What is a trust?

A trust is a legal arrangement where trustees hold assets for the benefit of someone else. The trust sets out who can benefit, when, and on what terms.

What types of trust are there?

There are several types, including discretionary trusts and life interest trusts. The right choice depends on your aims and the legal and tax implications in your circumstances.

 

Who should be a trustee?

Trustees should be people you trust to act responsibly and in the beneficiaries’ best interests. Some people appoint family members, others prefer a professional trustee in more complex situations.

Your Wills, Trusts & Probate Team

Our Wills, Trusts & Probate team helps you plan for the future and deal with loss with clarity and care. From writing your Will and setting up trusts to administering estates and arranging Lasting Powers of Attorney, they provide calm, straightforward guidance focused on protecting you, your wishes and the people who matter most.