Burgess Thomson Lawyers

Testamentary Trusts

Wills & Estate Planning

Need help setting up a discretionary or protective testamentary trust?

At Burgess Thomson, we specialise in crafting tailored estate planning solutions that safeguard your legacy and ensure your loved ones are cared for according to your wishes. Testamentary trusts, a cornerstone of comprehensive estate planning, offer a flexible and protective approach to asset distribution.

Based in Newcastle, our experienced legal team is dedicated to guiding you through the intricacies of testamentary trusts, ensuring your estate is managed and distributed with precision and care.

How Burgess Thomson Can Help with Testamentary Trusts

Testamentary trusts are trusts established by a Will to provide enhanced control over how your assets are distributed to your beneficiaries after your passing. With significant tax benefits and the ability to tailor the distribution of your estate, testamentary trusts serve as an invaluable tool for thoughtful estate planning.

Our services in this area include:

  • Personalised Estate Planning: We understand that every estate is unique. Our legal experts work closely with you to understand your specific wishes, financial situation, and family dynamics to craft a bespoke testamentary trust that aligns with your objectives.
  • Discretionary Testamentary Trusts: Ideal for providing beneficiaries with the flexibility to manage their inheritance within a trust structure, discretionary testamentary trusts offer the primary beneficiary the autonomy to appoint or remove trustees, including themselves. Our team ensures that these trusts are structured to maximise the benefits while maintaining compliance with legal standards.
  • Protective Testamentary Trusts: For beneficiaries who may not have the capacity or inclination to manage their inheritance responsibly due to age, disability, or other factors, protective testamentary trusts offer a solution. These trusts ensure that the inheritance is managed by appointed trustees, providing long-term protection and support. We assist in setting up protective trusts that meet your specific needs and the needs of your beneficiaries.

Protect your family and make a valid Will. Arrange a consultation with one of our Wills & Estate Lawyers

Why Choose Burgess Thomson for Testamentary Trusts?

Choosing the right legal firm to assist with your testamentary trust is crucial. Burgess Thomson stands out for several reasons:

  • Expertise and Experience: Our legal team possesses a deep understanding of estate planning laws and strategies, with years of experience in setting up testamentary trusts that cater to a wide range of circumstances and needs.
  • Tailored Solutions: Recognising that one size does not fit all, we pride ourselves on delivering customised estate planning solutions. Our approach ensures that your testamentary trust reflects your wishes accurately and benefits your beneficiaries as intended.
  • Comprehensive Support: From initial consultation to the final execution of your Will and beyond, Burgess Thomson provides end-to-end support. We’re here to answer your questions, address your concerns, and make adjustments as your life circumstances change.
  • Tax Efficiency and Asset Protection: Testamentary trusts can offer significant tax advantages and protect your assets from potential claims. Our team is skilled in structuring trusts to maximise these benefits, ensuring a lasting legacy for your beneficiaries.

Testamentary trusts offer a strategic way to manage and distribute your estate according to your precise wishes, providing peace of mind that your legacy will be protected. With Burgess Thomson, you gain a partner committed to navigating the complexities of estate planning with expertise, compassion, and personalised care. Contact us today to discuss how we can assist in securing your legacy through the strategic use of testamentary trusts.

Contact us or request a quote to learn more about how our skilled team in Newcastle can help you set up a testamentary trust.

Benefits Of A Testamentary Trust

Tax Benefits

Protecting Your Assets


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