Your guide to Testamentary Trusts

Testamentary Trusts Guide

What is a Testamentary Trust and how does it work?

When creating your estate plan, you may want to consider using a Testamentary Trust – especially if you want additional protection for the assets you plan on leaving to your beneficiaries.

In this guidebook, we introduce you to the basics of Testamentary Trusts: what they are and how they can be helpful.  Estate planning is also a complex area though, so it’s vital you seek expert advice for your personal circumstances. If you are contemplating setting up a Will with a Testamentary Trust or need accounting advice, our estate planning team are here to help.

With the help of this guide, you’ll learn about:

  • How Testamentary Trusts work
  • The advantages and disadvantages of a Testamentary Trust
  • The possible tax advantages for your beneficiaries
  • How a Testamentary Trust could help protect family assets
Testamentary Trusts Guidebook

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