Family & Property Trusts

Our experts can advise on and help you set up Family and Property Trusts to best suit your needs and circumstances.

Family and Property Trusts are legal arrangements where one or more people (known as Trustees) are made legally responsible for assets.

Assets that are held in Trust can consist of money, investments or property and there are different types of Trusts that can be used depending on circumstances. Each type of Trust will also have varied tax obligations, which our team will be able to help you navigate.

You, or the person whose assets are being put into trust, is known as the Settlor. This person makes decisions on how the Trust will work, including who will benefit (known as the Beneficiaries) and how the assets will be distributed. These decisions will usually be written up in a Trust Deed and assets may be passed on either when you’re alive or after you’ve passed away.

family and property trusts

Family Trusts

If you are looking to protect your assets for your family, our Family Trust advice and services are ideal in all circumstances. You may wish to have your Beneficiaries inherit when they reach a particular age or ensure your assets are distributed fairly and effectively by your appointed Trustees – we can assess what will work best for you and your family’s needs.

Property Trusts

Your home or other properties you own can be held in Property Trusts to allow safe and equal distribution. As the Property Trust will not count as part of your estate, this is an effective way of ensuring your property goes to the right people at the right time. Even if you move out of your home and go into care, the Trust will not be affected and will remain protected from any third parties.

How does it work?

We guide you through the whole process of making your Family or Property Trust to make it as quick and simple as possible.

1

Step 1

Give us a call on 0117 952 0698 or complete a free online enquiry by entering your details into our contact form.

2

Step 2

Our highly trained experts will find out more about your specific circumstances and advise on the options available.

3

Step 3

If you wish to proceed, we'll book an appointment at a time that suits you to complete your Family and/or Property Trust.

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Why choose ELM

Our dedicated legal team have vast experience within the Wills and Probate sector, allowing us to become one of the top providers of Will Writing services in the UK.

We are specialists

We are a specialist Wills, Probate & Trusts company. This is all that we do. As a result, we're able to provide the highest quality service possible - something that is reflected in our fantastic customer reviews.

Over 20+ years experience

ELM was established in 2000 and has been providing a professional and reliable service ever since. We are members of the Institute of Professional Will Writers and our in-house training development plan means all our employees achieve industry-recognised qualifications.

We have helped over 30,000 people

We have helped over 30,000 people to complete their Wills, leaving them safe in the knowledge that their family’s interests have been properly protected.

Free no-obligation enquiries

Because everyone's circumstances are different, we offer free no-obligation enquiries, ensuring you get a personalised service that meets your specific needs.

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