SBS Wills and Trusts

Lots of people understand they ‘need’ a will but haven’t considered the benefits of establishing trusts at the same time... they add so much to the will...

Minimising the impact of the probate process, getting the benefit of your estate to the beneficiaries quicker.

Help mitigate inheritance tax and take advantage of available tax relief. Also make sure your estate goes to your children in the event of your surviving partner remarrying and not passing everything to Mr/Mrs New!

Provide protection to the beneficiaries of your estate from generational inheritance tax, divorcing partners, creditors or care home costs.

By planning ahead with a will trust, you can ensure your estate benefits from available business or agricultural inheritance tax relief. Put assets outside your spouse’s ownership that are expected to increase in value, attracting more tax or reduce the taxable value of your family home by splitting ownership between a surviving spouse and a trust.