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Berkshire IFA


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About Wills and Trusts

What is a Will Trust, what types are there and how can it help you?

Fully independent expertise
We are independent and offer advice on Trusts, Tax-planning and guidance on talking to your family. We’ll work with you to make a plan to ensure your wealth fulfils your wishes for years to come.
Your interests come first
Our philosophy is borne out of many years’ experience working in a professional practice environment. Our existing clients would confirm our ongoing commitment to this philosophy.
We are highly qualified
Continual professional development is an expectation all of our team place upon themselves regardless of how qualified they already are, not just as a requirement for qualified advisers.
Trust is core to our service
Our clients have told us that trust is absolutely essential for them, therefore we hold ourselves to this value and only ever act in our clients’ interest.
Integrity and transparency
We are committed to always explaining our fees and our regulatory obligations before any work is carried out.

Testamentary Arrangements and Inheritance

Avoiding 'Sideways Disinheritance' is another reason for establishing a Will Trust.

This occurs when the first spouse passes away, leaving behind offspring from the marriage who could reasonably expect to inherit a portion of the family estate upon the demise of both spouses. If the surviving spouse remarries and fails to provide for their children in a new will, there is a chance that their new spouse will inherit everything.

To avoid this, you could establish a “Life Interest Trust” in your Will, leaving your share of the family home to your children while allowing your spouse to continue to enjoy the right to reside there. Before pursuing this path, you should obtain legal advice.

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  • Winnersh Triangle Office

    100 Berkshire Place
    Winnersh Triangle
    Reading RG41 5RD
    United Kingdom

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  • Wokingham Office

    Albany House
    14 Shute End
    Wokingham RG40 1BJ
    United Kingdom

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  • Newbury Office

    20 Oxford St
    Newbury
    RG14 1JB
    United Kingdom

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