Family Protection Trust Solicitors

Mary Ireland

Head of Estate Planning Section / Director
Head of Bramhall office
Licensed Probate Practitioner
Bramhall, 0161 440 0131
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Aaron Yeganeh
Aaron Yeganeh
I have used the conveyancing services of Anna Beavers at Mounteney Solicitors for several properties, and as have my parents. Anna is super professional and overall a great firm with fantastic customer management skills, and a real sense that Anna and the whole team is working to your best interests as a client. As I say, I am a repeat customer and have recommended the firm to several friends too.
I’ve used this solicitors a few times now for both business and personal matters. The team are really approachable and Anna and Amy have been great! Can’t recommend enough and glad to have had the support through a house move and taking on a commercial lease.
Glenn Colville
Glenn Colville
I had the delight of having Anna work for us and she did a great job. Highly recommended
Judith Clements
Judith Clements
Amanda and Katie were friendly, professional and very thorough in their handling of my sale and purchase of property. Altogether as a team of solicitors I was pleasantly surprised at their patience and availablity.
Having to sell a house after a bereavement is always going to be hard but Katie Reade at Mountney Solicitors made the whole thing effortless. She was always there if I needed anything and was just superb. I wouldn't hesitate in recommending her to anyone needing conveyancing services. Thanks Katie
Joanna Carey
Joanna Carey
Katie recently completed the sale of my great Aunt's flat. Throughout the complicated and protracted sale, Katie kept us informed at every stage. She was considerate and supportive throughout, in fact Katie saved the day on many occasions. I would have not hesitation in recommending Kate and look forward to working with her again.

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Trusts have become a vital financial planning tool for ordinary people with relatively modest assets. A Family Protection Trust (FPT) is a deed which is simple and inexpensive to establish and then acts as a legal “safe deposit box” for your assets designed to protect your estate against tax and probate charges.

Unless you create an FPT, then before any of your assets can be passed on as you intended, various tax, local authority and legal people may receive part of your estate. Even if you don’t think of yourself as rich, your successors may lose thousands of pounds which you intended them to enjoy.

An FPT can eliminate probate costs and enable your estate to be administered more efficiently.

Your FPT can achieve many planned beneficial outcomes including:

  • Creating a family wealth protection tool that can be used for up to 125 years
  • Control over the handling and distribution of assets
  • Possible tax benefits if combined with specific investment advice
  • Faster, cheaper distribution after death
  • Protection of assets from family circumstances and creditors.

An FPT provides access to your hard-earned wealth at all times – it can be cancelled subject to the costs of doing so.

By locking-up your assets in the Trust you can protect them – from family circumstances such as second families or divorces, or from financial disaster such as bankruptcy- and also from creditors: and whilst we would not recommend establishing a Family Trust as a method of deliberately removing assets from means testing, where the Family Trust is being set up for the other reasons mentioned, then the assets held within the Trust should not be taken into account for the purpose of assessing your liability for care home fees.

There can be arguments about what your motivation for setting up the Trust was, but under current rules Local Authorities are told that they should not infer that someone has deliberately tried to remove assets form means testing if at the time the Trust is set up you are in good health and not likely to go into care in the foreseeable future. Future legislation may of course bring changes, but as things stand you may be able to save many thousands of pounds in care home fees.

Everybody planning for their future should consider making an FPT. Couples often wish to make “mirror” FPTs whose provisions reflect one another.

How long will it take?

The time our work takes to conclude will depend on precisely what we are asked to do, but we would generally expect to have taken your instructions within two days of you having bought this product, and we would normally expect to have produced a useable template within 4 working days of your decision to buy the product. Special dispatch may be available where necessary (possibly at extra charge in some cases – please ask).

We will give you all advice necessary to complete the objective outlines, such as:

  • Completing the Trust itself
  • A revised Will, when required
  • Conducting relevant filings with HMRC
  • Carrying our property transfers if required
  • Offering trustee services if required (not included in the fixed price).

Money Matters

Your supplier is SRA-regulated Mounteney Solicitors, that charges VAT some customers may be able to reclaim

Our work will be charged at a fixed-fee of:

  • £2500 + VAT for a Single Person Family Protection Trust
  • £3583.34 + VAT for a Couple Family Protection Trust.

There is more about our fees on our website here

If you have any questions or require any further information, please don’t hesitate to Contact Us.