Couple reviewing Will Trust documents in Norfolk home.

Will Trusts in Norfolk – Protect Your Family’s Future

Why a Will Trust Matters

A Will Trust ensures your property and assets are protected and passed to your chosen beneficiaries exactly as you wish. Without one, your estate may face legal complications, extra costs, or even disputes among family members.

For more details on how trusts work, visit the official government guidance at gov.uk/trusts-taxes.

Protects Your Home and Assets – Ensure your home and possessions pass to your chosen beneficiaries.

Saves on Inheritance Tax – Proper planning can reduce or eliminate unnecessary tax burdens.

Provides Peace of Mind – Guarantees your loved ones are cared for when you’re gone.

Avoids Disputes and Delays – Prevents legal battles or estate complications after your passing.


Types of Will Trusts We Offer

We also help with Family Asset Protection Trusts and Inheritance Tax planning to keep your estate efficient and protected.

We provide tailored advice and legal setup for the four main types of Will Trusts:

Protective Property Trust (PPT): Protects your share of a jointly owned home.

Flexible Life Interest Trust (FLIT): Allows income for a partner while preserving capital for children.

Discretionary Trust: Trustees decide how and when beneficiaries receive assets.

Family Asset Protection Trust: Safeguards assets from care fees, creditors, and probate while retaining control and flexibility for your family’s inheritance.

Making or updating your Will at the same time keeps everything aligned – see our Wills and Testaments service.

Why Choose Us

Expert Guidance – Legal professionals specialising in Will Trusts and estate planning.

Transparent Fees – Clear, upfront pricing with no hidden costs.

Free Home Visits – Evening appointments available across Norfolk.

Trusted & Protected – Over 6,000 families helped, £2m insurance cover for peace of mind.

Faqs

Below you’ll find answers to common questions about Will Trusts in Norfolk, including how they work, who needs one, and how they protect your home and family.


What is a Will Trust and how does it work?

A Will Trust is a legal arrangement created within your Will that determines how your assets are managed and distributed after your death. It allows you to appoint trustees to look after your property and money on behalf of your chosen beneficiaries, providing control, flexibility, and protection for your estate.

Who should consider setting up a Will Trust?

A Will Trust is suitable for anyone who owns property, has children from previous relationships, or wants to ensure their assets are protected for their family’s future. It is especially useful for homeowners who want to protect their share of a jointly owned home or prevent their estate from being affected by care costs or remarriage.

What are the main types of Will Trusts available?

The main types include:
Protective Property Trust (PPT) – protects your share of a jointly owned home.
Flexible Life Interest Trust (FLIT) – provides income for a partner while preserving capital for children.
Discretionary Trust – gives trustees flexibility over when and how beneficiaries receive assets.
Family Asset Protection Trust (FAPT): Safeguards assets from care fees, creditors, and probate while retaining control and flexibility for your family’s inheritance.

How much does it cost to set up a Will Trust?

Our fixed-fee Will Trust services start from £280. We also offer comprehensive packages for more complex trust structures. Government registration fees may apply depending on the type of trust created. All fees are discussed upfront, so there are no hidden costs.

What are the benefits of a Will Trust?

A Will Trust protects your assets from being sold or misused after your death, helps reduce inheritance tax, and ensures your loved ones receive what you intended. It also prevents your estate from being affected by future relationships, care fees, or financial difficulties faced by your beneficiaries.

Can I change or cancel a Will Trust once it’s set up?

Yes. While a Will Trust only takes effect after your death, you can change or revoke it at any time during your lifetime by updating your Will. If you already have a trust in place and your circumstances have changed, our team can help you review and update it.

What’s the difference between a Will Trust and a Lifetime Trust?

A Will Trust only becomes active after your death and is included in your Will, while a Lifetime Trust (also known as a Living Trust) takes effect immediately while you are alive. A Lifetime Trust can be useful for managing assets during your lifetime, but a Will Trust is usually more cost-effective for most families.

Do I need a solicitor to set up a Will Trust?

You are not legally required to use a solicitor, but professional guidance ensures that your Will Trust is valid, correctly worded, and fully compliant with inheritance and tax laws. Errors in DIY trusts can cause serious problems later, so expert support is strongly recommended.

How long does it take to create a Will Trust?

The process usually takes between two and four weeks, depending on the complexity of your estate. We provide home visits across Norfolk and guide you through each step, from your initial consultation to final signing and storage of your documents.

Do you offer home visits for Will Trust advice in Norfolk?

Yes. We offer free home visits throughout Norfolk, including Norwich, King’s Lynn, Dereham, Great Yarmouth, and Thetford. Evening and weekend appointments are available, making it easy to arrange a convenient consultation wherever you are in the county.

Still have questions? Book your free consultation – we’ll explain your options in plain English.

Protect Your Family’s Future with a Will Trust

Don’t leave things to chance. Set up a Will Trust today and ensure your loved ones are provided for.

Our friendly advisors visit you at home anywhere in Norfolk – no obligation, no pressure.

Trust brochure