Website Cookie Policy

We use cookies to give you the best possible online experience. If you continue, we’ll assume you are happy for your web browser to receive all cookies from our website.
See our cookie policy for more information.

Practice Areas

More Information

thepartners@wrigleys.co.uk

Leeds: 0113 244 6100

Sheffield: 0114 267 5588

FOLLOW WRIGLEYS:

Lifetime trusts allow you to set aside assets at anytime during your lifetime.

What is a lifetime trust?

Not everyone wants to wait until they die to pass on their assets to a loved one. Unlike trusts in wills, which take effect only after your death, a lifetime trust allows you to transfer the ownership of some or all of your assets to a trust while you are still alive. Those assets become the property of a lifetime trust which must be managed and looked after.

Safe, secure and tax-efficient

Lifetime trusts are a very effective way of setting aside some or all of your assets for a disabled or vulnerable person’s future care. These trusts can also be very tax-efficient and give you peace of mind that you can help your loved one in the way that best suits their needs. If you wish you can play a direct role as a trustee, safe in the knowledge that our experienced professionals are by your side to give all the support and legal insight that you need.

Friendly, expert help whenever you need it

As you’d expect, deciding on the right kind of trust for your particular situation, understanding the implications for a disabled beneficiary’s tax and benefits and protecting the trust from the undue costs of community care and other services all makes for a detailed and demanding legal task. However, as specialists in working with and for those with disabilities or special needs and circumstances, Wrigleys experts are perfectly placed to give you the best possible lifetime trust advice and solutions.

What’s more, our care and concern doesn’t end once the trust is established: we’re happy to provide any ongoing support and services that you need to make sure you and your beneficiary get the best possible outcomes for as long as you wish.

Is a lifetime trust right for you? Call us today on 0114 267 5588 and let’s talk it through.

"Wrigleys is well known for its strong tax planning base, and for personal injuries trusts and trusts for vulnerable people including Court of Protection issues and deputyships.

- Chambers and Partners

Lifetime Trusts

Lynne Bradey View Biography

Lynne Bradey

Partner
Sheffield

Peter Clarkson View Biography

Peter Clarkson

Solicitor
Sheffield

Meet the team

Lynne Bradey View Biography

Lynne Bradey

Partner
Sheffield

Peter Clarkson View Biography

Peter Clarkson

Solicitor
Sheffield

The Yorkshire Family Business Bulletin

Thomas Wainman considers 'employee ownership' as an option for family businesses plus the usual mix of news, insights and perspectives.

Click here to view more

Proposed changes to the law on Wills and how they may affect you

We summarise proposed changes to the law on Wills (designed to encourage more people to make Wills) and the implications for lawyers and clients.

Click here to view more

Sources of finance for community-led housing

We have compiled a list of grants, loans and other finance options for community-led housing and co-housing groups.

Click here to view more

Schools Breakfast Club - 19th September

Date: 19 Sep 2017

Venue: Wrigleys Solicitors, 19 Cookridge Street, Leeds, LS2 3AG

Speaker: Lisa Armstrong, Chartered Educational Psychologist at Evolution Psychology Ltd

Further information

Breakfast Briefing - 17 October

Date: 17 Oct 2017

Venue: Radisson Blu, Leeds

Speaker: Dr John McMullen, Partner at Wrigleys Solicitors

Further information

Annual Charity Governance Seminar 2017

Date: 19 Oct 2017

Venue: Hilton City Leeds

Speaker: Sarah Atkinson , Julia Unwin CBE

Further information

Mailing list

Receive the latest news, events and updates from Wrigleys:

Follow Wrigleys: