Your trust appointment

What to think about

The main reason for setting up a trust is to look after assets for the future, or for a particular purpose.

The kind of trust you set up depends on your needs.

At your appointment, we can help you decide what kind of trust is best for you...

Family trust - protect your assets and hold them for the future
Pre-paid funeral trust - put money aside so you can have the send-off you'd like
Education trust - put money aside for a young person's future
Inheritance trust - protect an inheritance for the future
Charitable trust - leave a lasting legacy to a cause that means something to you.

Two forms of identification; at least one that includes a photograph such as your passport or drivers licence