Lifetime Trusts
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TrustDocs Training
At TrustDocs, we believe that our clients deserve the best possible service.
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What are lifetime Trusts?
A Lifetime Trust is a type of Trust created before the client’s death, whilst they are still of full capacity to make decisions regarding the protection and management of their estate. Unlike a Will, which only becomes effective when the client is no longer eligible to make active decisions.
At TrustDocs we offer two types of Lifetime Trusts:
The Trusts have their own unique features and benefits, leaving it to you to favour one over the other based on your clients’ specific needs.
By offering a Lifetime Trust as part of your services, and using our service to draft the documentation, you will be able to provide your client peace of mind and long-term financial security.
How Can TrustDocs Help?
- 5-Day turnaround times
- Strong customer service
- Approachable team of expert staff
- Bespoke training courses
- High quality documents
- Full control of pricing structures and client ownership
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FAQS
Frequently Asked Questions
Can all Trusts gain access to the RNRB (Residence Nil Rate Band)?
More recent Trusts which allow amendments can normally access the RNRB if the client has reached their 10 year periodic charge and their estate surpasses the NRB (Nil Rate Band). The RNRB allows people to upgrade their Trust for tax purposes.
