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Discretionary Will Trusts

Most people don’t choose when they are going to die which means most beneficiaries can’t choose when they receive their inheritance. When the time comes it may not be the best time. For instance they may being going through a divorce or a bankruptcy and the inheritance may be lost during this process.

In addition, leaving an inheritance directly to a loved one may cause or worsen an inheritance tax situation and when they die be taxed at 40%.

By leaving an inheritance to beneficiaries in a Discretionary Will Trust (created on death), instead of leaving it to them directly, the money does not form part of their estate and is therefore protected against threats such as divorce or bankruptcy and does not form part of their estate for IHT purposes. They still have access to the money.

The price for a single Will including a Discretionary Will Trust is £495, for a couple with mirror Wills it’s £695 but can be reduced by up to 50% if taken with one of our Estate Protection Packages.

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Your Trusted Partner

To support causes close to our hearts, 5 years ago we decided that we would no longer charge for writing Wills, instead asking clients to make a recommended donation of £40 to charity. We were so confident that people would be happy with our Will-Writing service that we believed they would come back in the future for other legal services, at which point we could charge our usual fees. This has proved true, and over 63% of clients do come back for further advice.

We are proud to have raised over £2,000.000 in upfront donations, supporting fantastic causes up and down the country.

Contact us

219-221 Worcester Road
Malvern
WR14 1SU

112-118 Worcester Road
Malvern
WR14 1SS

Company details

Registered in England and Wales.
Company no. 7744618

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