Trust Planning
Making sure your assets are protected
Why consider a Trust?
For many families, simply having a Will isn’t enough. A Will makes sure your wishes are followed when you die, but it doesn’t always protect your assets once they pass to your beneficiaries.
Without a Trust, your wealth can be exposed to risks such as:
- Divorce or separation of your children or heirs
- Creditors, bankruptcy, or financial difficulties
- Care fees or unexpected costs draining family wealth
- Children or beneficiaries too young or unprepared to manage money
- Family disputes about how assets should be used or shared
The result? Hard-earned assets can be lost, misused, or diverted away from the people you intended to support.
Why families choose Trusts
The good news is that a Trust gives you more control, certainty, and protection. It’s a legal structure that allows you to decide how, when, and for what purpose your wealth is used.
At Sure Wealth, I help families design and set up Trusts that reflect their priorities and values. Whether you want to safeguard your children’s inheritance, provide for vulnerable family members, reduce inheritance tax, or protect assets from outside risks, I’ll explain your options clearly and create a plan that works for you.
With a properly drafted Trust, you can:
- Protect family wealth from divorce, creditors, and care fees
- Support vulnerable or young beneficiaries without giving them full control too soon
- Reduce Inheritance Tax so more of your estate stays with your family
- Decide how and when money is used (e.g. education, housing, or long-term support)
- Provide for future generations in a structured and meaningful way
- Create peace of mind knowing your wealth will be managed responsibly after you’re gone
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.
A Trust isn’t about making things complicated. It’s about creating certainty, preserving your values, and ensuring that your legacy makes the difference you want it to.
You 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.
A Trust is one of the most powerful ways to protect your legacy and give your loved ones peace of mind.
Take the first step towards setting up a trust and book in a free 15 minute Clarity Call:
