A discretionary will trust lets you leave assets to a class of beneficiaries while giving your trustees discretion over who benefits, how much and when. This fixed-fee service drafts the trust within your will to suit your family’s circumstances.
We advise on appointing trustees, your letter of wishes, the beneficiaries to include, and the tax treatment of discretionary trusts (including discretionary trust tax), then draft the will and trust provisions to give effect to your intentions.
It is for parents and testators who want flexibility to protect young children, a vulnerable relative or assets where future needs are uncertain.
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