Discretionary Trust
Trustees can decide which beneficiaries receive assets, how much they receive and when, providing flexibility in changing circumstances.
Trusts & estate planning
Protecting your legacy with the right trust.
HWT's estate planning service looks at your circumstances and preferences and explains trust options that may help protect assets and provide for the people you choose.
Will trusts
HWT's website explains that a Will trust, or testamentary trust, is created on death as part of a Will. Different types of Will trust can be used for different objectives.
Property Trust
A property trust can be used where a home is owned as tenants in common, with each person leaving their share into trust through their Will.
Life Interest Trust
Allows someone to benefit during their lifetime while protecting the underlying capital for other beneficiaries after their death.
Other trust planning
The HWT website also describes charitable trusts and specialist arrangements for vulnerable or disabled beneficiaries. The appropriate structure depends on individual circumstances and should be considered carefully.
Estate planning is personal.
HWT says its Estate Planning Service considers personal circumstances and preferences before offering solutions.
HWT says its Estate Planning Service considers personal circumstances and preferences before offering solutions.
A short explanation from Neal
Why might I need a Will Trust?
Neal from Heritage Wills & Trusts explains how Will Trusts can help protect your assets and provide for the people who matter to you.