Fixed Fee Family Protection Trust - No Hidden Costs Guaranteed
Why Choose Westcountry Estate Planning?
✔ Fixed fee service - no ongoing fees like most other Lifetime Trusts
✔ Complete service exclusive to residents of Cornwall, Devon & Somerset
✔ Members of both Society of Will Writers and Institute of Paralegals
✔ Free home visit to discuss your circumstances with free ongoing support
✔ Free Will, with free lifetime updates and storage where required
✔ Lifetime Trust - remains in your family for 125 years.
✔ No Probate on your estate guaranteed
✔ Complete peace of mind
Family Trust Offer
Do you have some questions before applying?
Please feel free to contact our Expert Trust Team
on 0800 133 7512, or arrange a free call back.
WARNING:
There are a number of similar "Trusts" being set up improperly, and with hidden and ongoing fees, for example annual fees to "review" the Trust. With our Trusts there are no ongoing or annual fees guaranteed.
Fixed Fee Family Protection Trust - No Hidden Costs Guaranteed
Step 1
Fill in below form with your contact details
Step 2
We will contact you to answer any questions
5 star service rated by thousands of customers
Step 3
"A great firm to deal with. The Paralegal that we dealt with, Laura, was polite, informative, and helped us to get our Trust set up. We can't thank her enough. We highly recommend this company"
- Mr & Mrs Summerthorne
Free Brochure
Our magazine explaining about our Family Protection Trust.
Arrange Free Call Back
One of our Trust experts will call you to answer your questions.
Free Home Visit
One of our Trust Paralegals will visit you for free
Call us
Speak to one of our friendly and experienced team:
0800 133 7512
Email us:
Frequently asked questions
What is a Family Protection Trust?
A Family Trust is essentially a lifetime Trust and can be considered as your own unique safety deposit box, allowing you place assets inside of it such as your property and savings, whilst giving you the freedom to use these assets like you normally would.
What can I put into a Trust?
Commonly people place their house and savings within a Trust. You are entitled to all of the income, so most assets, aside from ISA's are eligible to go into Trust.
How quickly will my family receive their inheritance if I have a Trust?
Provided it is in line with your wishes, they will usually receive their inheritance within a matter of weeks as there will be no Probate required
What is the total value that I can place inside a Trust?
We recommend £325,000 for a single Family Protection Trust, and £650,000 for a double Family Protection Trust. This is the current Nil Rate Band for inheritance Tax.
You could potentially place more in the Trust, but this would create an immediate charge.
Can I sell my house if it is in a Trust?
Yes, this can be done very similar to as if the house was not in Trust, and there are no additional costs.
Can I take my house and assets out of the Trust once they are placed inside?
Yes. You can also close the Trust at any time if you wish.
Family Protection Trust
Complete protection of your home and assets
