TRUSTS
Look after your family's future with trusts set up by the experts at Maplebrook Wills-Wales
When it comes to assets, estates and inheritance tax, things can become very complicated - very quickly! At Maplebrook Wills-Wales, we are a local company based in Merthyr Tydfil, specialising in protecting your assets, not just in the Valleys, Cardiff, and West Wales but wherever you are in Wales, as we have consultants and associates in your area or nearby.
Protect Your Assets By Creating a Trust
We provide help and advice on how to protect your assets. We can set up a Trust on your behalf to ensure that you have full control over who can have access to your assets or estate - and when you choose to give them access.
A Trust is a legal agreement that gives you more control over your estate by placing it under different ownership (even though you still own your assets), whilst giving you full control at all times. Will Trusts are usually set up for married couples or civil partners who own their home jointly, and Lifetime Trusts can mitigate inheritance tax if set up properly. We work with a network of other legal professionals who offer probate services. Good planning can reduce the risk of family disputes, probate costs, and avoidable taxation. It may sound complicated, but that is why we are here to help!
AVAILABLE 7 DAYS A WEEK
We know that making time for financial decisions and legal appointments can be difficult, so we make sure we are available every day and make appointments that suit your schedule.
PROFESSIONAL ADVICE
We take pride in making sure you are aware of all the options available to you before you make important financial decisions. We offer a range of services including trusts, inheritance tax, LPAs and more.
FULLY INSURED
Our main advisor, Charles Quist is fully insured and always has your best interests at heart. You can find out more about Charles by visiting our home page. We are members of the FSB and the BNI.
When Can a Trust Be Useful?
There are many different scenarios where a Trust can be used to ensure your belongings are distributed in the way you want. Some of the most common situations where a Trust helps can be:
Divorce: Nearly 50% of marriages end in divorce. When a Trust is set up properly and at the right time, it can help to ensure that your children's inheritance remains their sole property, and Mr. or Mrs. Wrong cannot dash off with half or all of the hard-earned assets you planned on gifting your children or beneficiaries.
Bankruptcy: In some instances, a properly set up Trust can protect against bankruptcy.
Long Term Care: Placing assets or your estate within a Trust can help protect you from the high cost of care. However, the Trust must be set up for the right reasons, and at the correct time for it to be really effective against care costs.
Inheritance Tax: A Living Trust can help you protect your loved ones and beneficiaries from having to pay excess inheritance tax.
Protect your assets and manage your estate for the future with the help of our legal services. Contact us today for more information.
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