What We Do
Our trusts service gives you the right advice about what kind of trust is appropriate for your circumstances. We also draft the trust deeds and help you execute them correctly.
We'll advise you if a trust is the right solution and if so what type of trust.
We'll draft the trust deed for you so that it is fully effective and achieves what you want.
An incorrectly executed trust deed will not be vaild. We'll help you execute it properly.
Types of Trusts
Clarence Trustees can offer a range of trusts for different purposes. Once we ascertain what you want to achieve we'll be able to advise you of the best trust to use.
Many uses including protecting the inheritance of beneficiaries going through divorce or facing bankruptcy
A discretionary trust established on death for a disabled beneficiary. Has generous tax treatment.
Protects against the "sideways disinheritance" of children that can happen when a widow(er) remarries.
Saves Inheritance Tax by using a trust to skip a generation when passing assets down
Protects assets from third party claims (eg care home fees) maximising the estate for the beneficiaries *
Planning your estate with Clarence Trustees couldn't be easier. In fact we have a simple, 3 step process that makes it hassle free and painless for you:
Have a FREE initial meeting with us to decide if you would like to work with us. Telephone, Skype, or at our Southend or Hadleigh office.
In a second meeting, tell us what's in your estate, who you would like to benefit from it, and how you would like them to benefit.
3 weeks after instructing us we present you with your will, any associated trusts, IHT planning, any LPA, and other documents.
Request a Callback
Telephone or email us, or use the quick form below to request a call back
Phone: 01702 333337 | Email:email@example.com
Find out about the different types of trusts available, when to use them, how they are treated for tax purposes and the dangers and pitfalls to watch out for.Download Now
7 Great Ways to
Having already paid tax on the income that builds our wealth, HMRC taxes our estate when we die. Find out how you could minimise your liability to IHT.Download Now
Why Do I
Need a Will ?
If you do not have a will, a set of arbitrary government rules will decide where your estate ends up - and it may not necessarily be where you thought!Download Now
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