PROTECT WHAT YOU HAVE BUILT WITH A TRUST IN SWANSEA
Keep your home, savings and legacy in the right hands with expert local guidance.
A lifetime of careful saving deserves more protection than a will alone can sometimes offer. The right trust decides not just who benefits from your estate, but how and when, shielding it from risks you cannot predict.
We make setting up a trust in Swansea simple to understand. Our principal adviser is fully insured, a member of the FSB and BNI, and visits you at home seven days a week to explain everything in plain English, with every fee fixed and agreed upfront.
Book your free consultation. Call 07788 536544.
Protect Your Assets By Creating a Trust
Think of a trust as a safe with rules attached. You place assets inside, name the people you want to benefit, and set the conditions for when and how they receive them. You stay in control throughout, while the contents gain a layer of legal protection that a will by itself cannot provide.
Two kinds come up most often in our Swansea appointments. A will trust takes effect after death and is popular with couples who own their home jointly, as it can protect each partner's share. A lifetime trust starts working immediately and, set up correctly, can help manage inheritance tax exposure. Most trusts work best when
paired with a professionally written will, and we can arrange both in a single visit.
Good planning now spares your family disputes, delays and avoidable costs later. We work alongside a network of legal professionals offering probate services, so every angle of your estate is properly looked after.
AVAILABLE 7 DAYS A WEEK
Decisions about your estate should never be rushed during a lunch break. We hold appointments every day of the week, at your Swansea home or online, whenever suits you best.
PROFESSIONAL ADVICE
A trust is a serious commitment, so we never recommend one until you understand every alternative, including wills, lasting powers of attorney and inheritance tax planning.
FULLY INSURED
Our principal adviser, Charles Quist, is fully insured and always puts your interests first. We are members of the FSB and the BNI.
When a Trust Makes Sense
Not everyone needs a trust, and we will tell you honestly if a simpler route serves you better. These are the situations where one tends to earn its place:
Divorce in the family: A properly timed trust can ring-fence your children's inheritance, so a son or daughter's divorce settlement cannot swallow the assets you intended for them and your grandchildren.
Bankruptcy: In certain circumstances, assets held in a well-structured trust can be protected if a beneficiary runs into financial difficulty.
Long Term Care: Placing assets in trust can sometimes help protect them from care costs, but only when done for the right reasons and at the right time. We are upfront about the limits, because bad advice in this area causes real harm. For decisions about your own care and finances while you are alive, adding a lasting power of attorney completes the picture.
Inheritance Tax: A lifetime trust, arranged early enough, can reduce the tax your beneficiaries face and keep more of your estate in the family.
Every situation is different, which is why each trust in Swansea we arrange starts with a conversation about your circumstances rather than a standard product off the shelf.
Visiting Homes Across Swansea
From Mumbles, Sketty and the Uplands to Morriston, Gorseinon and out across Gower, we come to you. Appointments are also available by phone, Zoom, Teams or Google Meet, and the advice, care and fixed fees stay the same wherever you live.
Speak to us about your trust and we will arrange a free, no obligation conversation.
Our Services
