Wills and Trust Planning

Customised Testamentary Solutions

  • Will drafting - Incorporating flexible trust provisions (IPDI/Bereaved Minor Trusts)
  • Discretionary will trusts - Protecting assets from care fee assessments and divorce claims
  • Life interest trusts - Preserving property for second spouses (interest in possession rules)
  • Digital asset clauses - Covering cryptocurrencies (private key succession) and social media accounts
  • Excluded property trusts - Sheltering non-UK assets for non-doms (IHTA 1984 S.48)

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