Specialist Probate Trust Stamford

At Town & Country Law Stamford, our unique Specialist Probate Trust was meticulously developed in 2020 with the expertise of a renowned tax and trust barrister. We invested tens of thousands of pounds into its creation to provide our clients with a solution that is exclusive to us. Our clients choose us for the exceptional service and bespoke nature of this trust – it simply cannot be found anywhere else.

This trust was designed with one purpose in mind: to meet the specific needs of our clients and offer a sophisticated solution for estate planning. It allows our clients to maximise tax benefits while ensuring their assets are fully protected, providing peace of mind that their estate will pass to their chosen beneficiaries without delay.

How Our Specialist Probate Trust Protects You and Your Assets:

• No Probate Needed: Assets in the life interest trust avoid the probate process, saving your beneficiaries substantial costs and time delays.
• Quick and Easy Inheritance: Your beneficiaries inherit their share without unnecessary complications.
• Children Inherit at the Right Time: Ensures that children receive their inheritance when they are of the appropriate age.
• Protection from Divorce or Bankruptcy: Safeguards the assets for your beneficiaries in case of divorce or bankruptcy.
• Prevents Sideways Disinheritance: In the case of second marriages, the trust ensures that your assets are protected from being disinherited due to remarriage.
• Flexibility to Move Property: You have the freedom to sell or move your property without restrictions.
• Control Retained by the Settlor: The settlor maintains full control of the trust assets until their passing.
• Preserves Residence Nil-Rate Band (RNRB): Even if you downsize, the RNRB remains intact, preserving inheritance tax relief.
• No Ongoing Fees: There are no ongoing charges for maintaining the trust.
• No Additional Property Selling Costs: After the settlor’s passing, there are no additional costs for selling the property.
• Accommodates Larger Estates: Unlike other trusts that only accept assets within inheritance tax bands (£325,000 for a single person, £650,000 for a married couple), our trust can accommodate larger estates without incurring additional tax liabilities.

If you’re interested in learning more about how our Specialist Probate Trust in Stamford can protect your legacy and provide peace of mind for your family, please don’t hesitate to contact us.

Please note, some services involve “reserved legal activity,” meaning they must be performed by an authorised person in compliance with the Legal Services Act 2007. For your benefit, we work closely with a trusted firm of solicitors and can introduce you to them for further guidance.