Trusts Built on Clarity
Trusts can help protect your assets, provide long-term security for your family, and reduce complications in the future. I’ll help you decide if a trust is right for your situation, explaining each option clearly so you can make informed choices with confidence.
Whether you’re safeguarding property, supporting loved ones or planning for tax efficiency, I make the process clear, structured and entirely personal.
- Asset Protection
- Family Security
- Clear, Personal Guidance
Why Consider Setting Up a Trust
A trust allows you to set aside assets for the people you care about while controlling how and when they’re used. It can help protect your estate from unnecessary costs or claims, provide for family members responsibly, and give you greater peace of mind about the future.
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Practical Guidance for Every Situation
There are many types of trusts — from family and property trusts to discretionary and lifetime structures. I’ll help you understand what’s appropriate for your goals, work with your other advisers if needed, and ensure your trust is written and registered correctly.
Find Out MoreThree roles, one clear purpose
Every trust has the same basic shape. Once you see it, the rest becomes far easier to follow.
- You
The settlor
Places assets into the trust and sets out the rules for how they’re used.
- People you trust
The trustees
Look after the assets and follow your instructions — with clear guidance from me.
- Your loved ones
The beneficiaries
Benefit from the trust, when and how you intended.
From family and property trusts to discretionary and lifetime structures
I’ll help you understand what’s appropriate for your goals, work with your other advisers if needed, and ensure your trust is written and registered correctly.
Family trusts
Hold assets for children or grandchildren, and set out when — and how — they benefit.
Property trusts
Protect your share of the family home so that it ultimately passes to the people you choose.
Discretionary trusts
Give trustees flexibility to decide who benefits and when — useful where circumstances may change.
Lifetime trusts
Set up during your lifetime to pass assets on now, while keeping a measure of control.
What’s Included in Your Trust Service
Every trust is handled personally and with care, ensuring it’s structured correctly, clearly explained, and aligned with your intentions for the future.
- 01
Initial Consultation
We begin with a clear discussion about your circumstances, assets and objectives, allowing me to understand whether a trust is appropriate and what you want it to achieve.
- 02
Choosing the Right Trust
I’ll explain the different trust options in plain English and help you select the structure that best supports your family, property or wider estate planning goals.
- 03
Drafting and Setup
Your trust is professionally drafted and set up in line with current legal requirements, with careful attention to detail at every stage.
- 04
Guidance for Trustees
I provide practical guidance to help trustees understand their responsibilities and carry out their role with confidence and clarity.
- 05
Review and Maintenance
As circumstances change, I offer ongoing support to review and update your trust, ensuring it continues to reflect your wishes over time.
Experience You Can Rely On
250+
Clients Helped
Results Driven
15+
Years Experience
Expert Advice
100%
Personal Service
Work Directly With Me
100%
Transparency
Clear Communication
Planning that fits together
The best plans rarely stop at one document. See how trusts connect with the rest of your planning.
01
Wills
Clear, carefully prepared wills that reflect your wishes, protect those you care about, and ensure your estate is handled exactly as you intend.
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03
Estate Planning
Joined-up advice that looks at the full picture, family, finances and business interests, helping you plan confidently for the future.
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04
Power of Attorney
Practical arrangements that ensure the right people can act on your behalf, should you ever need support managing your affairs.
Explore power of attorneyFrequently asked questions
A few of the things people often ask before getting started and if your question isn’t here, I’m always happy to help directly.
More questions answeredHow long does it take to set everything up?
Most services are completed within a few weeks, depending on what’s required and how quickly documents are reviewed and approved.
Do I need to prepare anything before our first meeting?
Not usually — I’ll guide you on anything helpful to have, but the first conversation is simply about understanding your situation and priorities.
Can you work alongside my financial advisor?
Yes, I regularly work with advisers and accountants to ensure your planning is joined-up and aligned with your wider financial picture.
What areas do you cover?
I provide estate planning services across the North West of England, with in-person appointments available locally. I’m based in Crosby and also work with clients remotely where appropriate.
Is there any obligation after the initial consultation?
No — the initial consultation is free and without obligation, giving you space to decide what’s right for you.
How much do your services cost?
Costs depend on the service you need, but pricing is always explained clearly upfront so there are no surprises.
Let’s talk about what matters to you
Your first 30-minute conversation is free and without obligation. I’ll listen, explain your options in plain English, and you can decide what’s right for you.
- Personal Response
- No Obligation
- Free 30-minutes call