Menu
 
01525 378 177
 

Request a Brochure


* required
Send my newsletter by:
 

Request Your Free Life Organiser



* required
Send my newsletter by:
 

Sign Up To Our Quarterly Newsletter



* required
Send my newsletter by:
 

Lifetime Trust

Osborne Morris & Morgan > Trusts > Lifetime Trust

Protect your family with a Lifetime Trust


Not everyone wants to wait until they die to pass on their assets to a loved one.

Unlike Will Trusts, which take effect only after death, Lifetime Trusts come into being straight away. Your assets are moved to outside the estate and into a Trust for the benefit of others.

Lifetime Trusts are also often known as property protection trusts or asset protection trusts.

Why set up a Lifetime Trust?


A Lifetime Trust is a safe, secure and tax-efficient legal arrangement that allows you to set aside assets at any time during your lifetime.

Other good reasons for setting up a Lifetime Trust are detailed below:

  • Setting aside some or all of your assets for a disabled or vulnerable person’s future care
  • If beneficiaries are minors, the assets they inherit can be held in a Trust for them until they reach 18 years of age
  • If beneficiaries currently have any problems, such as gambling or drug addictions
  • To reduce the size of your estate or assets that you no longer require and thus less inheritance tax will be payable
  • To protect a loved one who is unable to manage their own affairs due to disability or illness 

How we can help you


There are complicated rules surrounding this area of law. Our Trust specialist team in Leighton Buzzard can advise you fully and help you with all aspects of Trusts, including;

  • Setting up the Trust & tailor it to your needs
  • Preparing the Trust documents
  • Run the Trust if necessary
  • Appointing or removing trustees
  • Acting as a trustee on your behalf

 

 
 

You can trust Osborne Morris & Morgan


We take the time to get to know you and your affairs and treat every case with great sensitivity and care. If you choose to use us as your Professional Trustee Solicitors, we can help you with:

  • Decision making
  • Bill payments & other home finances
  • Conveyancing processes
  • Helping other Trustees to make decisions
  • Tax returns

We are here to help


At Osborne Morris & Morgan, we are a friendly team of highly experienced legal professionals, who are nationally recognised experts in their fields.  

We can help you with many areas, such as, disputes and divorce, to preparing your Will, and Conveyancing when moving home.

Whatever your needs or circumstances, our solicitors can make a difference.

Speak to our specialist Trusts team today.

Either call us on 01525 378177

or complete the contact form opposite.

 

 

 

Send us an email

 

Our Trusts Team



Tim Woolford
Tim Woolford
Managing Partner and Head of Private Client
Paula Jarman
Paula Jarman
Paralegal
Laura Everitt
Laura Everitt
Solicitor
Lizzy Clarke
Lizzy Clarke
Paralegal
Nick Rees
Nick Rees
Solicitor
Sarah Crook
Sarah Crook
Chartered Legal Executive
Stephanie Hilton
Stephanie Hilton
Paralegal
Alex Glyde
Alex Glyde
Administration Assistant

Head of department

Tim Woolford
Tim Woolford
Managing Partner and Head of Private Client
 
Laura Everitt
Laura Everitt
Solicitor
 
Sarah Crook
Sarah Crook
Chartered Legal Executive
 
See all the Trusts Team

Contact Us

Contact a member of the team today

01525 378 177

Sign up for our free quarterly newsletter and you will receive the latest news and information about up-and-coming events.

Our brochure introduces the partners of the firm, the company’s core values and details the service we offer.

Give your family a helping hand and protect your digital legacy with our Life Organiser

Accreditations & Awards



Osborne Morris & Morgan have double the reason to celebrate after winning, not one, but two awards at this year’s SME Bedfordshire Business Awards.

The firm were delighted to receive the ‘Leighton Buzzard Business of the Year’ and also the ‘Training & Development’ award for their continuous commitment to investing in their employees.

 
Headway Corporate Supporter Lexcel Law Society Accredited Certainty the National Will Register
Law Society Conveyancing Quality Accredited
Clinical Negligence Accredited - The Law Society
Bedfordshire Businesswomen Finalist 2018
riliance excellence in compliance resolution logo
Bedfordshire Business Enterprise Awards Winner
Top Ranked Chambers UK 2015
Top Ranked Leading Firm - Chambers UK
apil logo
AVMA logo Cyber Essentials logo