Trusts
Protect your assets and plan inheritance tax.
A trust is a legal arrangement where assets are held for the benefit of others. Trusts are commonly used in estate planning to protect wealth and control how it is passed on.
When set up correctly, trusts can offer long-term protection, flexibility, and tax efficiency.
Tailored trust solutions.
Every trust arrangement is carefully designed around your objectives. We explain how trusts work, their responsibilities, and their long-term implications, ensuring informed and confident decision-making.
Why trusts are used in estate planning
Trusts can help:
- Protect assets for children and vulnerable beneficiaries
- Control how and when wealth is distributed
- Reduce inheritance tax exposure in some circumstances
- Safeguard assets from external risks
Officium Legacy provides clear advice on UK-compliant trust structures that align with your wider estate plan.
Don’t Leave Your Legacy to Chance
Take our free estate planning assessment to help you understand how prepared you are.
Our Estate Planning Client Journey
01
free consultation
We start with a complimentary consultation to understand your needs and objectives. This allows us to provide clear, tailored guidance from the outset.
02
Onboarding
Once our services are agreed, we’ll onboard you as a client and go through a simple fact find to gather information such as your beneficiaries, and executors.
03
Document creation
Our team will then draft your documents using our specialist software ready for you to review.
04
Review
Draft copies of your documents will be sent to you via email for you to double check the information and spelling are correct.
05
Signing & Storage
Our documents will then be printed on official paper and sent to you for signing along with signing instructions. If you have paid for storage you will be given instructions on where to send your completed documents.