Protect your share of the family home
Help ensure your children or beneficiaries benefit from your share of the property.
Protect Your Assets with a Trust
A Trust is a legal arrangement that allows assets to be held and managed for chosen beneficiaries according to your wishes.
It provides greater control over how assets are protected, managed and passed on, helping you safeguard your family's future.
- Greater control over inheritance
- Protection for future generations
- Support for changing family circumstances
Why Consider a Trust?
Trusts can provide additional protection, flexibility and control beyond a straightforward Will.
Control when inheritance is received
Choose when beneficiaries access assets rather than receiving everything immediately.
Support vulnerable beneficiaries
Provide ongoing protection and financial support where needed.
Plan for blended families
Balance providing for a partner with protecting inheritance for children or other beneficiaries.
Adapt to changing family circumstancesAdapt to changing family dynamics
Give trustees flexibility to respond to future events that cannot always be predicted today.
Maintain control beyond your lifetime
Set clear instructions for how assets are managed and distributed in the future.
A Common Misconception
Are Trusts only for wealthy families?
Many people assume Trusts are only relevant for wealthy families or large estates.
In reality, Trusts are often used by ordinary families who want greater control over how assets are protected, managed and passed on.
Many people assume Trusts are only relevant for wealthy families or large estates. In reality, Trusts are often used by ordinary families who want greater control over how assets are protected, managed and passed on.
They can be useful where there are children from previous relationships, young beneficiaries, vulnerable family members, or property you want protected for future generations.
- Not just for large estates
- Common in everyday family planning
- About protection and control, not wealth
A Trust is often less about wealth and more about protecting the people you care about.
Trusts We Commonly Recommend
Not every family situation is the same. Trusts are used in different ways depending on what you want to protect, when you want assets to pass, and who needs support.
Property Protection Trust
Used where you want a partner or spouse to remain living in the family home, while still protecting your share of the property for children or other beneficiaries in the future.
- Protect a share of the family home
- Provide for a spouse or partner
- Support children or future beneficiaries
Age-Based Trust
Used where you want to control when children receive their inheritance, rather than it passing to them automatically at 18.
- Delay access until a chosen age
- Help children inherit responsibly
- Commonly used for ages 21, 25 or later
Discretionary Trust
Used where family circumstances may change over time, giving trustees flexibility to decide how and when beneficiaries receive assets.
- Suitable where future needs are uncertain
- Allows trustees to support beneficiaries differently over time
- Helps protect assets while retaining flexibility
Vulnerable Beneficiary Trust
Used where a beneficiary may need ongoing support due to disability, illness or other personal circumstances.
- Supports vulnerable loved ones
- Assets managed by people you trust
- Helps provide long-term protection
How Trusts Work
Most of the Trusts we create are Will-based Trusts. These are written into your Will and typically only come into effect after your death, providing additional protection and control for your chosen beneficiaries.
Created as part of your Will
The Trust provisions are included within your Will, so there is usually no separate Trust administration during your lifetime.
Takes effect when needed
Most Will Trusts only become active after death, when assets are dealt with by your Executors and Trustees.
Managed by people you choose
Your chosen Trustees manage the Trust assets according to the instructions set out in your Will.
Provides ongoing protection
The Trust can continue to protect assets after your death, ensuring they are managed in line with your wishes.
The aim is to give your family clarity, protection and control without making the process more complicated than it needs to be.
Frequently Asked Questions
Common questions about implementing Trusts with Wyvern Estate Planning
Not always. Trusts are useful in specific circumstances and are not right for everyone. We help you decide whether a Trust is appropriate for your situation and objectives.
Yes. Trusts can ensure assets are protected and managed until children reach a suitable age or stage of life, rather than receiving an inheritance immediately.
We begin by understanding your circumstances and objectives. If a Trust is appropriate, we recommend the most suitable type, prepare the necessary documents and guide you through implementation.
This depends on the type of Trust. Most Trusts we arrange are Will-based Trusts, which are written into your Will and usually take effect after death.
A Trust is managed by Trustees chosen by you. They are responsible for managing the Trust assets according to the terms of the Trust and for the benefit of the beneficiaries.
The cost depends on the type of Trust and the complexity of your circumstances. We explain all costs clearly before any work begins.
Planning for Peace of Mind
Trusts can provide valuable protection, flexibility and control in the right circumstances.
A short conversation can help determine whether one is suitable for your family and objectives.