We recognise that discussing personal information and family dynamics can feel difficult or intrusive. We meet you where you feel comfortable, take time to listen, and suggest a clear route forward. Every individual and family is unique, so we adapt our advice to your relationships, financial priorities and long-term goals. This might involve trust arrangements for children, business-succession planning, or simply ensuring your documents reflect your true wishes.
Trust Protection for Vulnerable Beneficiaries
A client’s child stood to inherit significant assets but faced uncertain life circumstances. We designed a discretionary trust to provide financial security while keeping options open. The structure protected the beneficiary from potential exploitation or poor decision-making, yet allowed for flexibility as needs evolved – whether around housing, education, or care. We worked closely with the family to explain the trustee’s role, the importance of letters of wishes, and how distributions could be managed sensitively. The result: peace of mind today, and adaptive, responsible protection for tomorrow.
