TRUSTS
Protecting What Matters Most
Trusts can help protect your assets, preserve family wealth and ensure your wishes are carried out exactly as intended.
WHY CONSIDER A TRUST?
Key Benefits of a Trust
Protect Family Wealth
Help preserve assets for future generations.
Protecting wealth isn't just about today's circumstances. A trust can help ensure assets you've worked hard to build remain available for your children, grandchildren and future generations
Reduce Sideways Disinheritance
Help ensure your chosen beneficiaries remain protected.
Without the right planning, assets can unintentionally pass outside your bloodline following remarriage, relationship changes or future family circumstances. A trust can help reduce these risks.
Safeguard Assets
Support protection against divorce, bankruptcy and creditor claims.
Future events can place inherited assets at risk. Trust planning can help create additional layers of protection and preserve wealth for those you intend to benefit.
Protect Vulnerable Beneficiaries
Provide additional security and oversight where needed.
Trusts can provide long-term support for beneficiaries who may be vulnerable due to age, disability, illness or personal circumstances, helping ensure funds are managed appropriately.
Maintain Greater Control
Decide how and when assets are distributed.
A trust can allow you to retain greater influence over how assets are managed and passed on, helping ensure your wishes are carried out in the way you intended.
Care Fee Mitigation Planning
Assist with long-term wealth preservation and care fee planning considerations.
For some families, trusts can form part of a wider strategy to preserve wealth and support future care planning objectives. Individual circumstances and professional advice are essential.
TYPES OF TRUSTS
Tailored solutions for your needs
Property
Protection
Trusts
Vulnerable
Beneficiary
Trusts
Discretionary
Trusts
Asset
Protection
Trusts
Lifetime
Planning
Trusts
Important:
Trusts are not a “one-size-fits-all” solution. The right structure depends on your family circumstances, assets and long-term goals. Professional advice is essential before establishing any trust arrangement.
HOW WE WORK
Understand your circumstances
We take time to learn about your family, assets and objectives.
Recommend suitable solutions
Clear, jargon-free advice tailored to your goals.
Put the plan in place
We guide you through implementation and documentation.
Ready to Explore Your Options?
We’ll explain your options clearly, answer your questions and help you decide whether a trust could benefit you and your family.
Trust Planning and Asset Protection Services
Trusts can play a valuable role in protecting family wealth, preserving assets and providing greater control over how your estate is managed and distributed.
Whether you're considering a Property Protection Trust, Asset Protection Trust, Discretionary Trust or Vulnerable Beneficiary Trust, the right structure can help safeguard your loved ones and support your long-term estate planning objectives.
At Oxley Wills & Estate Planning, we help individuals, families, property owners and business owners explore trust solutions tailored to their circumstances. Our trust planning services are designed to help protect assets, reduce future risks, support inheritance tax planning strategies and ensure wealth is passed to future generations in the way you intend.
Every family is different, which is why we take the time to understand your goals before recommending the most suitable trust arrangements. Whether your priority is protecting your home, preserving family wealth, providing for vulnerable beneficiaries or creating a lasting legacy, our experienced team can guide you through the options available.
If you're looking for professional advice on trusts, estate planning, inheritance tax planning, wills and asset protection, contact Oxley Wills & Estate Planning to discuss how trust planning could benefit you and your family.