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Trusts

Protection that lasts a lifetime

A Trust is a powerful legal arrangement set up in your Will that acts as a protective shield over the assets you leave behind.

It allows you to stay in control long after you’re gone—deciding not just who inherits, but how and when they receive it.

You appoint trusted individuals—family, friends, or professionals—as your ‘Trustees’ to manage and distribute everything according to your wishes. This ensures your legacy is protected, your loved ones are looked after, and your instructions are followed to the letter.

Answering Life's "What Ifs"

Life is full of unexpected turns. Without a Trust, even the best laid plans can go awry, leaving your legacy vulnerable. A well-planned Trust provides a solution for many common concerns:

  • Protecting Your Partner & Children:

    You can give your partner the right to live in the family home for their lifetime, ensuring they are secure, while guaranteeing the property itself eventually passes to your children. This also protects your children’s inheritance if your partner were to remarry.

  • Safeguarding Inheritance:

    A Trust can protect a child’s inheritance from being lost in a future divorce settlement or if they face financial difficulties or debt.

  • Shielding Against Care Costs:

    With the right professional planning, a Trust may help protect the value of your family home from being used to fund potential long-term care costs in the future. While there is no guarantee, trusts have often been effective in assisting with the mitigation of care home fees.

  • Supporting a Vulnerable Loved One:

    You can provide financial support for someone with a disability or special needs without affecting their eligibility for important means-tested benefits.

Trusts With Pendragon Drafting
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