21A Market Place

Melton Mowbray, LE13 1XD

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01664 511004

Email Us

info@enfortrowills.co.uk

Trusts

Trusts are legal arrangements where one or more persons, called trustees, look after and deal with the assets for the benefit of others, known as the trust beneficiaries, such as money, property shares or investments. Trusts can be used in all sorts of situations, especially when minimising your future tax liabilities to ensure your loved ones receive as much of your estate as possible. In addition, trusts are used as a means of protecting family wealth, preserving assets for future generations and managing assets for those who cannot do so themselves either due to age or mental or physical incapacity.

Whilst trusts are incredibly useful in all sorts of cases and for all sorts of reasons, the process of creating a trust can be complex and require specialist legal knowledge. At Enfortro, we believe that the trust creation process should be accessible to all, helping you to create a legacy for the benefit of your loved ones with both modest and substantial trusts. We work with you to secure your property in a legal framework for the benefit of your beneficiaries, ensuring all parties are aware of their rights and duties.

Why choose Enfortro?

We understand that making a trust can sometimes be a daunting prospect or can be difficult to talk about. To help you plan for the future, we provide:

  • An efficient and straightforward service from estate planning experts without the legal jargon
  • A tailored trust structure to suit your own individual circumstances
  • Fixed fees at a reasonable rate to enable you to budget for your trust set-up without any nasty surprises

Our trust creation and estate planning experts will come to you and discuss your trust requirements in the privacy and comfort of your own home at a time which is suitable for you. Everything you discuss is completely private and confidential, and all relevant options will be explained to you so that you can choose the trust structure that is right for you and your family without any rush or pressure. Once your trust has been prepared, we will assist you in the signing of your documents and can then store them safely in a secure location if you wish.

How much does a trust cost?

At Enfortro Wills & Estate Planning, our fees are as follows:

  • For a Single Protective Property Trust Will, the cost is £249.99
  • For a Mirror Protective Property Trust Will with joint severance of tenancy included, the cost is £599.99
  • For a Single Disabled/Vulnerable Persons Trust Will, the cost is £249.99
  • For a Mirror Disabled/Vulnerable Persons Trust Will, the cost is £449.99

Please note, we do also offer a variety of other trusts to suit your situation, so don’t hesitate to get in touch to discuss your requirements.

Make an enquiry about trusts today

Contact us online or give us a call on 01664 511004

The Enfortro Promise

In the last few years, the adequacy of will writing and estate planning services has received significant scepticism due to some companies charging extortionate fees, creating documents which were not legally binding or even losing documents despite being paid a fee for secure storage. At Enfortro, we are completely committed to your satisfaction as a fully qualified and insured will writing and estate planning service provider. We promise to, at all times, act in your best interests, provide a proper standard of service, and behave in a way which maintains your ongoing trust.

FAQs

Trusts should be set up when you are fit and healthy, as none of us know what is around the corner. When thinking about setting up a trust, you have a variety of options. A trust can either be created within your will so that it only commences upon your death, or it can be created during your lifetime and be effective immediately. You can then leave a further sum of money or portion of assets to the trust under the terms of your will. We can advise you of all the options available to you to enable you to make the best decision for you and your family.

Much like a will, a trust can include anything of value, with money and property the most common inclusions.

After the initial costs to set up your trust, there are no further fees to pay if you would like to choose your own trustees. However, if you require us to be your professional trustees, we will charge a nominal fee to carry out annual reviews and tax returns, which will be agreed with you before the trust is created, with no hidden charges or surprises.

We would advise you to have a minimum of two trustees per trust, who would have the responsibility of fully understanding the trust deed and following the terms of the trust. They must act personally and are held accountable for any investments made, and all decisions must be unanimously agreed by the trustees in the best interest of the beneficiary.

Get in Touch

For any questions regarding our services or to book in a confidential consultation at your convenience, please get in touch with us by filling out the following form. We will get back to you as soon as possible.

Enfortro Wills & Estate Planning

21A Market Place,
Melton Mowbray,
Leicestershire,
LE13 1XD