Enduring protection for your family's wealth.
A Trust is simply a secure legal arrangement where you give your assets (like property, investments, or cash) to individuals you trust, to look after for the benefit of someone else.
Whether you want to ensure a second marriage doesn't accidentally disinherit your children, protect an inheritance from a beneficiary's potential future divorce, or provide lifelong care for a vulnerable dependent, a Trust provides absolute control.
At Scotts, Hall & Birtles, we translate complex trust law into clear, actionable strategies to safeguard your legacy.
Finding the right structure for your circumstances
Discretionary Trusts
Offers maximum flexibility.
You appoint Trustees to manage the fund, giving them the discretion to decide which beneficiaries receive money, how much, and when. Highly effective for protecting assets from beneficiaries who may be financially irresponsible or facing divorce/bankruptcy.
Life Interest
Trusts
Commonly used in Wills for couples with children from previous relationships. It allows your surviving spouse to live in the family home (and receive an income) for the rest of their life, but guarantees the underlying capital eventually passes to your children.
Specifically designed to protect beneficiaries who have physical or mental disabilities.
This ensures they are financially provided for without jeopardising their entitlement to means-tested state benefits.
A simple trust often used by parents or grandparents to hold investments or property for a child until they reach the age of 18, at which point the child takes full control of the assets.
Professional Trust Administration
Creating a Trust is only the first step. Managing a Trust requires ongoing legal and tax compliance.
Being appointed as a Trustee is a heavy responsibility.
Trustees are legally obligated to manage the trust fund appropriately, hold annual meetings, and submit specialised tax returns to HMRC.
To relieve your family of this burden, the Directors of Scott, Hall & Birtles frequently act as Professional Trustees.
We handle the day-to-day administration, tax compliance, and legal duties seamlessly, ensuring the Trust operates exactly as you intended, generation after generation.
