Trusts

Lifetime Trusts (also known as Property Protection Trusts)

A Lifetime Trust, also known as a Property Protection Trust, is an essential estate planning tool designed to protect your assets and ensure they are passed on to your beneficiaries according to your wishes. At Inherisure Limited, we specialise in creating these trusts to provide you with peace of mind and financial security.

What is a Lifetime Trust?

A Lifetime Trust is a legal arrangement where you transfer ownership of your assets, such as property, into a trust during your lifetime. This trust is managed by trustees for the benefit of your chosen beneficiaries. Unlike a will, which only takes effect after your death, a Lifetime Trust can provide benefits and protections during your lifetime and beyond.

Benefits of a Lifetime Trust

Establishing a Lifetime Trust offers several significant advantages:

• Asset Protection: Safeguard your property and other assets from potential risks such as creditors, divorce settlements, or care home fees.
• Control and Flexibility: Maintain control over your assets and specify how and when your beneficiaries will receive their inheritance.
• Tax Efficiency: Potentially reduce inheritance tax liabilities, ensuring more of your wealth is preserved for your loved ones.
• Avoiding Probate: Assets held in a trust do not go through probate, resulting in a faster and more private distribution process.
• Continued Benefit: Ensure that your spouse, children, or other dependents can continue to benefit from your assets even after your passing.

Why choose Inherisure?

Our team has years of experience in estate planning and trust creation. We provide a fully remote service, allowing you to complete the process from the comfort of your home via phone and online interactions, and we tailor our services to meet your unique needs and goals.

We prioritise your privacy and ensure all information is handled with the utmost confidentiality.