Trusts
At Marshall & Co, we understand the importance of ensuring your loved ones receive your intended inheritance without delays or complications. While a Will provides certainty in estate distribution, it may not address all potential scenarios that could affect your wishes.
Estate Planning
Trust Services
Trusts offer numerous benefits that a simple Will alone cannot provide, such as preventing sideways disinheritance, reducing inheritance tax burdens, and ensuring timely inheritance distribution. By incorporating trusts into your estate planning, you can safeguard your assets during your lifetime, protect your legacy, and preserve your loved ones' inheritance. Our experienced team can guide you through the complexities of trusts, offering the most flexible yet robust solutions tailored to your unique needs. Talk to us today to explore how trusts can enhance your estate planning strategy.
Estate Planning
Trust Services
01
Trust Establishment and Management
At Marshall & Co, we specialise in establishing and managing trusts as part of your comprehensive estate planning strategy. Our experienced team guides you through the process of setting up trusts tailored to your specific needs and goals.
02
Trust Administration and Probate Assistance
Navigating the complexities of trust administration and probate can be overwhelming, but with Marshall & Co by your side, you can rest assured knowing your affairs are in capable hands. Our dedicated team handles all aspects of trust administration, reducing costs and delays while ensuring your wishes are carried out efficiently.
03
Trust Review and Optimization
As your circumstances change, it's essential to review and optimise your trust arrangements to ensure they continue to align with your wishes and objectives. At Marshall & Co, we offer trust review and optimisation services to help you stay ahead of potential challenges and maximise the benefits of your trusts.
Estate Planning Services
Talk to us about how you might be able to use a trust in your Estate Planning.
Using a trust is without doubt the most flexible yet robust method to ensure that your assets are protected during your lifetime, your wishes will be respected when you are gone and your loved ones’ inheritance will not be lost or depleted.