Support for Private Trusts
Why Choose a Private Trust?
We specialise in helping you use Private Trusts to protect your home and assets, avoid probate, and keep your wishes completely private.
Most people assume trusts are just for the wealthy, but that’s far from true. If you own a home, have savings, life insurance, or even a car, you already hold assets that could one day be exposed to tax, probate delays, or loss through care fees or debt. A Private Trust lets you protect those assets legally and privately, so your loved ones can inherit directly, without the interference, delay, or expense of the probate system. We help you use Private Trusts to safeguard your home and assets, avoid probate, and ensure your wishes remain private.
1. Avoid Probate
When someone dies, their estate (anything still in their name) usually must go through Probate—a public, often lengthy, and costly legal process. By contrast, assets held in a Private Trust aren’t part of your personal estate, so they can pass directly to your chosen beneficiaries without court approval, delays, or public disclosure.
2. Reduce or Avoid Inheritance Tax (IHT)
Inheritance Tax is charged at 40% on anything above £325,000 (or £500,000 including your residence Nil-Rate Band). Given that the UK’s average house price is now close to £300,000, even ordinary families are at risk of leaving a £70,000+ tax bill. Assets inside a properly structured Private Trust are usually outside your taxable estate—meaning your loved ones inherit more of what you built.
3. Protect Your Home from Care Fees
If you go into care and have over £23,250 in assets, you’re expected to fund your own care—often selling your home to pay. A Private Trust can prevent your property from being counted as part of your estate, helping protect your home’s equity for your family.
4. Protect Against Divorce or Creditors
Trusts can act as a legal “shield,” keeping your home and key assets safe if you—or your beneficiaries—face divorce proceedings, business debts, or personal financial challenges.
How to Get Started
Select a plan and we will contact you to schedule a zoom call, or simply fill out the supplied onboarding forms and we will do the rest.
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Core Trust Plan
Perfect for individuals starting their Private Trust with 1 property.
- 50-min consultation over phone/Zoom
- Custom Trust (1 property)
- 2 amendments included
- Secure delivery + guidance
Donation: £1,350.00
Purchase More InfoWill Writing Service
Ensure your wishes are clearly documented and aligned with your Private Trust.
- A plain-English Will personalised with your wishes
- Worded for your Executors, Guardians and Trustees correctly
- Cross-check to ensure Will and Trust complement each other
Donation: £300.00
PurchaseMore InfoProperty Registration Service
Full Trust Protection TR1 + AP1 + ID + RX1
- TR1 + AP1 + ID forms
- RX1 restriction added
- Complete registration
Donation: £150.00
PurchaseMore InfoAdditional Trust Asset
This service allows you to add an additional asset to an existing Private Trust that has already been created with us. It is suitable for:
- Additional UK residential properties
- Buy-to-let properties
- Limited companies you wish to place within your Trust structure
- Other qualifying assets agreed during consultation
Donation: £150.00 per asset
If you wish to add multiple assets, please complete a separate purchase for each additional asset.
PurchaseMore InfoSetting up a Private Trust
Josephine has made this process very easy and straightforward. The easiest way to get started is to select the Core Trust Plan.
What’s included
- A 50‑minute private consultation with Josephine (Zoom or phone)
- Time to talk through your personal situation, assets, family structure, and goals
- Guidance on choosing trustees and beneficiaries
- A custom‑drafted Private Trust Deed tailored to you
- Up to 2 amendments if needed
- A printed Trust Pack sent to you, including:
- Trust documents ready for signing
- Trustee guidance
- Step‑by‑step support information
Flexible & Buildable
The Core Trust Plan is designed as a buildable foundation, tailored around your exact situation. Optional add‑ons include:
- Will writing
- Property registration support (Land Registry documents)
- Additional assets or multiple properties
You only pay for what you need — everything is built around you.
What we need from you
After signing up, you’ll complete a simple onboarding form covering:
- Your details
- Property/assets going into the trust
- Your chosen trustees
- Your beneficiaries
- Any specific wishes or instructions
Josephine will go through everything with you on the call. Once she has all the information she needs, your trust is usually prepared within around 2 weeks.
Protect What’s Yours – An Easy Guide To Trusts, Wills And Protection
by Josephine Wolo
Confused about Private Trusts? You’re not alone!
Setting up a Private Express Trust sounds complicated,but it doesn’t have to be. Forget the legal jargon and complicated explanations. This book breaks down 100s of the most common questions into plain, simple English that anyone can understand.
- What is a Private Trust?
- Do I really need one?
- How do I set it up without hiring a lawyer?
- What are the common pitfalls to avoid?
Written for everyday people, this book gives clear, practical answers so you can take control of your estate, assets, and financial future without the confusion or unnecessary legal fees.
This book is not legal advice, it is education.
No lawyers. No fluff. No fear-mongering.
Just clear information so you can make informed decisions about your home, assets, and legacy.
No lawyers. No nonsense. Just the answers you need.
Buy Now
