Castlebank’s Family Protection Trust Scotland service provide complete protection for your home and assets
A trust is a legal arrangement under which persons (known as trustees) including you hold property on specific terms for the benefit of others (known as beneficiaries).
Trusts may be established for a variety of reasons. Often, they will be established primarily for estate planning or other personal tax planning reasons, but the flexibility they offer allows them to be used for providing solutions to other issues.
Do family protection Trusts really work?
Unlike a will, a Trust doesn’t have to die with you. Assets can remain in your Trust, managed by the trustee you selected until beneficiaries reach the age you want them to inherit. Your trust can continue longer to provide for a loved one with special needs or to protect the assets from beneficiaries’ creditors, spouses, and irresponsible spending.
A trust is more expensive initially than a Will, but considering it can avoid expensive Legal costs and extensive delay in settling your estate many people consider it to be a wise investment.
Over 25 years experience providing Family Trust Protection advice.
Hello, I’m David Jack, Managing Director of Castlebank Financial Planning.
My experience in family protection trusts has been proven for over 25 years experience providing expert advice to individuals and family members throughout Scotland. I have seen the devastating financial and emotional consequences of unwanted legal claims, increased probate costs and property being sold for aggressive 3rd party costs.
I provide face to face, online services, and free home visits if preferred to provide initial advice and guidance on what type of Trust is right for your situation.
It all starts with a conversation simply click here contact me to find out more.
Managing Director DipFA,MLIBF, MSWW