Trust Planning

Why set up a Trust?

For many families, simply writing a Will isn’t enough. Assets may still be vulnerable to risks like divorce, bankruptcy, care fees, or poor money management. Without the right structures, your hard-earned wealth might not end up where you truly want it to go — or may disappear faster than intended.

A Trust gives you more control. It allows you to decide how, when, and for what purpose your assets are used, ensuring they benefit the people you care about most.

The hidden risks of leaving your wealth unprotected

Without a Trust in place, you may unintentionally expose your wealth to:

• Claims from creditors, divorcing spouses, or care fees
• Children or beneficiaries who may not be ready to manage money responsibly
• Higher inheritance tax, leaving less for your family
• Assets being lost, misused, or spent too quickly
• Family disputes over “who gets what”

Without protection, your legacy may be diluted or diverted away from the people you intended to support.

Making wealth protection simple

The good news is that a Trust provides certainty, protection, and peace of mind.

At Sure Wealth, I help families design Trusts that safeguard wealth and create positive outcomes for future generations. Whether your priority is protecting children, reducing tax, shielding assets from risks, or supporting education and housing, I’ll guide you step by step.

I explain everything in plain English, so you understand exactly how your Trust works and why it benefits your family. My focus is to make complex structures feel simple and purposeful — always reflecting your wishes and values.

As a fully qualified member of STEP (Society of Trust and Estate Practitioners) and the Society of Will Writers, you can be confident your Trust is set up correctly and designed with care.

 

Why families choose Trusts

With a properly drafted Trust, you can:

• Protect your family’s wealth from claims, creditors, or marital breakdown
• Safeguard vulnerable beneficiaries who need help managing money
• Reduce inheritance tax — keeping more of your estate in the family
• Control how assets are used — e.g. education, housing, or long-term support
• Support future generations — shaping lives positively long after you’re gone

A Trust isn’t just about protecting money. It’s about creating security, passing on values, and ensuring your hard work continues to make a difference.

Your Trust planning journey

Here’s what you can expect when we work together:

Clarity Call
A short conversation to understand your needs and give you a feel for how I work.

Legacy Planning Session (paid consultation)
A focused consultation where we explore your assets, family circumstances, and long-term goals.

Recommendations
I’ll design a Trust structure tailored to protect your wealth and safeguard your beneficiaries.

Implementation
I’ll handle the setup of your Trust, keeping you informed at every stage so the process feels smooth and stress-free.

Ongoing Review
We’ll review your Trust regularly to make sure it continues to work for you, adapting to changes in your family or circumstances.

Ready to protect your wealth for future generations?

A Trust is one of the most powerful ways to protect your legacy and give your loved ones peace of mind.

Book your Legacy Planning Session today and discover how a Trust can give you control, protection, and confidence in the future.