Wills & Trusts
What is a Will?
A will is a legal document that sets out your wishes regarding the distribution of your property and assets, and the care of any minor children. It gives the creator the sole discretion over the distribution of their assets, and leaves this process more straight forward for the acting solicitor who will deal with their estate upon their death.
What is a Trust?
A Trust is a legal arrangement through which one person called a "trustee", holds legal title to an asset such as a "life assurance policy" for another person, called "a beneficiary". A trust usually has two types of beneficiaries-one set that receives either an income from the trust during their lives and another set that receives whatever is left over after the first set of beneficiaries dies. Also, a trust passes to the beneficiaries outside of probate, so a court does not need to oversee the process, which can save time and money.
"Ensuring the right money goes to the right people at the right time"
If any of the following areas are of concern, we can ensure a specialist helps you.
We will advise you whether that specialist is part of Quilter Financial Planning Limited or not (e.g. will writing services are not provided by Quilter Financial Planning Limited. Quilter Financial Planning Limited are not responsible for any advice given on will writing).