Creating a trust for lasting security

JMW’s trust services help individuals and families protect and manage assets for the long term, whether for minor children, vulnerable relatives, or estate planning purposes. They start by assessing your specific goals—such as safeguarding property, minimising tax liabilities, or controlling how wealth is accessed by beneficiaries. From there, JMW outlines different trust structures, like discretionary trusts, interest in possession trusts, or bare trusts, explaining the advantages and limitations of each.

Once a suitable arrangement is chosen, they draft and formalise the trust deed, ensuring it adheres to all legal requirements. They also guide you on trustee responsibilities, beneficiary rights, and ongoing trust administration. By combining practical advice with empathetic support, JMW aims to establish a secure framework that preserves your wealth and reflects your long-term intentions.