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Wills, Probate & Trusts

Trusts and Lifetime Estate Planning

As well as including trusts in Wills, we can also set up lifetime trusts to assist with wider succession planning in relation to your estate.

Reasons for setting trusts include:

  • To protect vulnerable beneficiaries, such as loved-ones with learning disabilities, dementia or simply those who are unable to manage money
  • Inheritance tax planning
  • Succession planning in relation to business assets, often in conjunction with advice from our colleagues in the Corporate department
  • Asset protection, for example, against care home fee assessments or to preserve means tested benefits.

If you need advice regarding setting up trusts and life estate planning from trusted advisers, contact Lydia McCaslin, Head of Wills and Probate on 0191 281 6151 or email

Sorting out your affairs may seem daunting but our understanding team is here to help. Contact:

Lydia McCaslin

Associate Solicitor, Head of Wills and Probate

T: 0191 212

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For more information please send us your enquiry and we promise to get back to you as soon as possible.

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