Wills and Trusts
How a Will Helps Protect Your Estate for Future Generations.
If your goal is to protect your estate for your children and future generations, the way your Will is structured is one of the most important decisions you’ll make.
A Will is a powerful legal document that ensures your estate is passed on according to your wishes after death. Without a valid Will, the law decides who inherits, which may not reflect your intentions and can create stress for your family.
Most people don’t just want a Will, they want to make sure that their home is protected, their partner is secure and that their family inherit what they should at the right time.
In many cases, the right solution is simpler than people expect when things are structured properly.
Reasons people make a Will
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Appoint guardians for children – Parents often write a Will to make sure children under 18 are cared for by trusted guardians, avoiding the risk of foster care.
- Control what is important – A Will ensures your estate is looked after by the people you choose and how and when your family inherit.
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Safeguard family assets – A Will can protect your legacy from being lost to care fees, misuse, or remarriage. Without careful planning, assets may end up in the wrong hands.
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Avoid disputes and delays – Setting out your wishes clearly reduces family conflict and makes probate easier.
At Moneybox Wills and Trusts, we make Will writing simple, secure, and tailored to your needs. Our complimentary advice service helps you understand your options and ensure your Will protects the people who matter most.
Why not speak to a member of the team? Call 01625 573521
Need any further help?
Arrange a FREE 30 min consultation with a qualified advisor.
Property Protection Trusts
Writing a Trust into your Will
A Property Protection Trust in your Will ensures your share of the family home is passed on securely, rather than being lost to care fees, remarriage, or outside claims. By writing your share into Trust, you can protect half (or all) of the home while still allowing your spouse to live there for life.
Protecting your home from care fees and remarriage
Many people want their property to go to their children, not be used to pay for long-term care or passed to a new partner if the surviving spouse remarries. With a Property Protection Trust, your share of the home is ring-fenced and safeguarded for your chosen beneficiaries.
You can read more about Property Protection Trusts here.
Safeguard your family home today
Whether that’s protecting the family home, avoiding problems later, or making sure children benefit in the right way, the structure of your Will matters far more than most people realise.
Discretionary Trusts
The benefits of a Discretionary Trust.
A Discretionary Trust allows you to set aside assets in your Will but allow trustees to make decisions about when and how those funds are used.
Supporting vulnerable or younger beneficiaries
Discretionary trusts are ideal if you have young children, grandchildren, or vulnerable family members. Trustees can release funds for education, healthcare, or living costs, without giving full control of the inheritance too soon.
Read about Vulnerable Persons Trusts here.
Plan with confidence
At Moneybox Wills and Trusts, we design Discretionary Trusts that protect your wealth while giving flexibility for your loved ones. Speak to our team today to find out how this type of trust can secure your estate and give your family peace of mind
You can book your FREE initial consultation here.
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ADVICE CENTRE
Information and resources
View our vault of articles, case studies and information to give you a deeper understanding of the subjects we can help you with.
What Is a Property Protection Trust in a Will?
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Do I Need a Family Trust?
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