Trusts

Trusts are a long‑established estate planning tool that can be used to protect assets, provide control over how wealth is managed, and support family members now and in the future.

At Macalester & Co, we explain trusts in clear, practical terms so you can understand whether they are appropriate for your circumstances and how they may fit into your wider estate plan.

Why trusts are used

Trusts can serve a range of purposes depending on individual needs and family circumstances. When used appropriately, they can provide flexibility, protection and reassurance.

Trusts may be used to:
- Protect assets for future generations
- Control how and when assets are distributed
- Support vulnerable beneficiaries
- Assist with inheritance tax and long‑term planning
- Ring‑fence assets in certain family situations

How we help

Trust planning is not suitable for everyone. Our role is to explain the options clearly and help you decide whether a trust is right for you.

Advice may include:
- Explanation of different trust types
- Assessing suitability based on your circumstances
- Trust planning alongside wills and estate planning
- Coordination with solicitors and tax advisers for drafting and implementation

Trusts and wider estate planning

Trust planning is often considered alongside inheritance tax planning and long‑term care planning as part of a wider estate plan.

Talk to us

If you would like to understand whether a trust could be appropriate for you, we offer a complimentary, no‑obligation consultation. Please use the Contact Form or email tracey@macalester.co.uk or call WhatsApp on 07544 066913