Berlad Graham

Wills with Trusts

Trusts & Estate Planning Services

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Will Trusts – Setting up a Trust with Your Will

A “Will Trust” provides more control over what happens to your estate after you pass away. Instead of leaving assets directly to your beneficiaries, a Will Trust allows you to specify how your money or property should be managed and distributed. Unlike trusts set up during your lifetime, a Will Trust only takes effect when you die.

Protecting your assets and providing for the people who matter most

For many people, a straightforward Will or Mirror Will provides adequate protection to ensure their estate is protected and distributed as they wish.

However, if your circumstances are more complex, or you have specific concerns about how your assets will be managed in the future, including a Trust to your Will can provide extra peace of mind and security that a simple Will cannot offer.

At Berlad Graham LLP, we regularly assist clients in setting up Will Trusts tailored to their needs. Whether you wish to protect children’s inheritance in second marriages, safeguard property, or supporting vulnerable beneficiaries, our specialist team is here to help guide you through the process and ensure your wishes are fulfilled.

For advice on Will Trusts, speak to our friendly team, please call 0330 175 5655 or email info@bglaw.co.uk.

Why set up a Will Trust?

Having a Will is essential to ensure your wishes are carried out after your death, giving you control over who receives your money and possessions.

This can save your loved one’s time, money, and stress during a difficult period. However, including a trust within a Will provides an extra layer of control, not only over who benefits from your estate, but also how and when they do.

Many people believe that trusts are only relevant for high-net-worth individuals or wealthy families, but this is not always the case.

A Will Trust can be used for a range of practical and personal reasons, including, but not limited to:

Protecting vulnerable beneficiaries – if you wish to provide for someone with disabilities, limited mental capacity, or needs assistance with managing money, a trust can support them without handing over a large sum outright.
Providing for children under 18 – trusts can safeguard assets for children until they reach adulthood ( age of 18).
Controlling when beneficiaries inherit – you can specify that beneficiaries receive their inheritance at a certain age or life stage.
Shielding inheritance from divorce or creditors – trusts offer protection if beneficiaries face bankruptcy, relationship breakdown, or business risks.
Supporting inheritance tax planning – certain trusts can help protect complex assets, businesses, or larger estates in a more tax-efficient manner.
Ensuring your wishes are carried out – particularly important in blended families, where there may be concerns that a surviving spouse could later change their Will.

There are various types of Will Trusts, each serving a specific purpose. Common types of Will Trust include:

A life interest trust – often used by couples to ensure a surviving spouse or partner benefits from an interest, which then passes to another beneficiary after their death.
Discretionary trust – gives trustees flexibility to decide how and when trust assets are distributed.
A bare trust – typically holds assets until the beneficiary reaches a certain age, such as 18 or 21.
Vulnerable beneficiary trust (disabled person’s trust) – provides added protection for beneficiaries who are disabled or vulnerable.
Property protection trust – used to protect the family home and address concerns such as care home fees, remarriage, and safeguarding assets for children.

Will Trusts can involve additional complexities and obligations, so it is vital to seek specialist guidance tailored to your circumstances. At Berlad Graham LLP, our team will take the time to understand your situation, advise whether a Will Trust is appropriate, and recommend the most suitable type for you and your family.

To discuss your next steps and whether a Will Trust is right for you, please call 0330 175 5655 or email info@bglaw.co.uk.

Talk to us today.

Fill out the form and we’ll be in touch.

Solicitors for Inheritance Planning

Rules surrounding Wills, inheritance tax, and trusts can be complicated. You should seek specialist legal advice to ensure all options are carefully considered and to avoid potential risks or pitfalls.

Our expert lawyers are based across the UK, as well as in Spain, Dubai, and Israel. We will assess what information is required, consider your circumstances, ensure your wishes are carried out effectively, and leave no stone unturned.

Along with advice on setting up a Will Trust, our estate planning solicitors can guide you through various other asset protection and wealth management options, including:

Making a Will.
International Estate Planning.
Succession Planning.
Making a Lasting Power of Attorney.
Setting Up Will Trusts and
Charities giving.
Creating a Living Will.
Personal Injury Trusts – If you have received personal injury compensation, we can advise on personal injury trusts to protect it from any benefits and care means testing.

You can be assured that we will consider your needs and the strategy required to achieve your objectives. For specialist advice on inheritance tax or estate planning, please get in touch please call 0330 175 5655 or email info@bglaw.co.uk.

Finding a solicitor who can understand your situation and context in your own language can be challenging. Berlad Graham LLP has a strong team of multilingual solicitors who can assist in a variety of legal matters – find out more about our team of Multilingual Solicitors.

Wills

Estate Planning

Lasting Powers of Attorney

Court of Protection & Deputyship

Contentious Probate

Our Team

Raanan Berlad

Managing Partner

Liora Torn-Hibler

Head of Private Client

Hannah Price

Partner

Daniel Brown

Trainee Solicitor

Wills and Inheritance Quality Accreditation

Berlad Graham LLP is proud to hold the Wills and Inheritance Quality Scheme (WIQS) accreditation as awarded by The Law Society. This accreditation demonstrates that:

We have the expertise to deliver Wills and inheritance advice.
We use standardised processes to recognise and reduce risks.
We educate clients about what to expect when buying Wills and inheritance advice.

    
 
 
      Trustindex verifies that the original source of the review is Google. Sam Clifford is phenomenal. True professional in the field, incredible in his communication, really commercial and creative in conveyancing solutions. Wouldn't hesitate to recommend him to anyone - Keep it up fella!
  
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   Henry Hudson 
 11/12/2024
 
 
 
     Trustindex verifies that the original source of the review is Google. Susan from the Cumbria office is by far the best solicitor we've ever had the pleasure of working with. She was polite, courteous and always did what was best for us. When the vendors were trying to bring the completion date forward, and we were not ready, she spoke to the necessary parties and took the pressure off us. Susan was always very clear on what documents she needed from us and when she did receive them acted on them quickly and efficiently. If Susan was going to be on annual leave, she would always let us know, so we are not worried if we cannot reach her or if she does not respond. Just overall, Susan was a dream to work with and, coupled with the very competitive rates offered for the completion of the purchase of our house, we will definitely be looking to work with Berlan Graham and Susan in particular in the future, when we come to sell this property. Thank you for your utter constant professionalism, Susan. Best wishes!
  
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   Georgi Dimitrov 
 16/11/2024
 
 
 
     Trustindex verifies that the original source of the review is Google. Well where do I start? This is the second time I’ve used Claire and Laura (and Alex) from the Cumbrian team. They have been amazing from start to finish! Even on the day before completion when my sellers solicitor went awol, they called me to explain and discussed my options. On completion date they were in contact with me and even now a week after completion they are still helping me with issues I’m having with my sellers.

Thank you so much girls for all of your help and support. Me and Lisa couldn’t have done it without you. You are all amazing!
  
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   Anna Taylor 
 08/08/2024
 
 
 
     Trustindex verifies that the original source of the review is Google. We had heard horror stories about solicitors being unresponsive and unhelpful. Thankfully, Berlad Graham Solicitors do not follow this trend. We worked with Claire Brownlie and were thoroughly impressed by her assistance throughout the entire home-buying process. As first-time buyers, we were unfamiliar with the procedures, but Claire guided us through each step and put us completely at ease.

Claire's exceptional patience and support were invaluable, and I would not hesitate to use her services again.
  
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   Rachel Flinn 
 25/07/2024
 
 
 
     Trustindex verifies that the original source of the review is Google. I instructed BG Law for conveyancing services.  Samuel Clifford was my primary contact.  He was highly professional, easy to contact and provided regular updates.  I was very happy with service levels and would easily recommend.
  
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   Sushy “SC” C 
 07/01/2024
 
 
 
     Trustindex verifies that the original source of the review is Google. Brilliant solicitors. On the ball and efficient. Would recommend
  
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   Lee Taylor-McCormick 
 11/08/2023
 
 
 
     Trustindex verifies that the original source of the review is Google. Claire has been outstanding in handling my case for a house sale. Great communication, always responsive to emails and kept me updated on the process. I didn't need to chase them like I did with previous solicitors and they definitely restored my trust and faith in dealing with the matter so efficiently. It couldn't have run any smoother.
They have been the easiest solicitors to deal with to date and I will be recommending them to friends and family in the future.
  
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   Izzy Mc 
 28/06/2023
 
 
 
     Trustindex verifies that the original source of the review is Google. Taslim has been an absolute godsend for us! Fought in our corner every step of the way and helped us navigate some tricky situations with extremely pushy estate agents. We were first time buyers who had no clue about what to do and Taslim was very patient in explaining the whole process to us. Couldn't recommend enough.
  
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   Agnė Šniukštaitė 
 19/01/2023