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Will Trusts

Osborne Morris & Morgan > Trusts > Will Trusts

Protect your family with a Will Trust


Have your family circumstances changed or do you want to safeguard any inheritance?

Then you may want to consider including a Trust with your Will so that your assets are looked after by a ‘Trustee’, to avoid anything passing onto someone you do not want to inherit.

Why set up a Will Trust?


By having a Will Trust in place, you have a legal arrangement which allows your assets such as property, to be looked after for the beneficiaries in your Will.

Other good reasons for setting up a Wills trust are detailed below:

  • If beneficiaries are minors, the assets they inherit can be held in a Trust for them until they reach 18 years of age
  • assets from children with problems, such as gambling or drug addictions
  • Avoid ‘sideways inheritance’- where the estate moves sideways to the new partner, rather than down the generation to the children
  • To protect a loved one who is unable to manage their own affairs due to disability or illness
  • Another reason for setting up a Will Trust is to avoid Inheritance Tax  

How we can help you


Our Trusts specialist team in Leighton Buzzard can advise on the creation of trusts, as well as all aspects of trust administration, 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

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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
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Bedfordshire Business Enterprise Awards Winner
Top Ranked Chambers UK 2015
Top Ranked Leading Firm - Chambers UK
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