Our Protector Plus will is for those who have slightly more complicated circumstances than the Protector will covers – this will is sometimes referred to by law firms as a ‘complex’ will. You can do everything the Protector will provides for – leave your assets to who you choose, appoint a Guardian for any children etc – but also cover more specific and ‘non-standard’ requests. To find out how we can help, please call our friendly team on 08082747557. or fill in our contact form.
Protector Plus
In short
Protector Plus is our fixed-fee will for people whose circumstances are slightly more complicated than a standard will covers — using trusts to control how and when someone inherits, protect a vulnerable beneficiary, or provide for a partner without disinheriting your children. Get started or call 08082747557 to talk through your situation.
Details
Protector Plus includes everything in our standard Protector will, plus the ability to handle more specific, "non-standard" requests using trusts — the same legal mechanism explained on our trusts page.
What Protector Plus can do that a standard will can't
- Gift property to someone for their lifetime only (a "life interest trust") — for example, leaving your house to a partner to live in for the rest of their life, with the property passing to your children afterwards
- Delay inheritance until a beneficiary reaches a certain age — useful if you're leaving money to children or grandchildren and don't want them to inherit outright at 18
- Exclude an expected beneficiary — for example, a spouse or child you don't want to inherit, with the reasoning recorded to reduce the risk of a successful Inheritance Act 1975 claim
- Provide ongoing care for a beneficiary with a disability without affecting their entitlement to means-tested benefits, through a properly structured trust
A worked example
Leaving a house to a second spouse "for life," with the property passing to children from a first marriage afterwards, is one of the most common reasons people choose Protector Plus. It protects both the surviving spouse's home and the children's eventual inheritance — something a simple will cannot do on its own.
Think Protector Plus might be right for your family? Call 08082747557 to talk it through, or get started.
When Protector Plus isn't quite enough
If your estate is above the Inheritance Tax threshold (currently £325,000), or you're a business owner needing succession planning, see Financial Protector, which combines these trust arrangements with dedicated tax planning.
Related Services
- Straightforward wishes without a trust Protector will
- Estate above the Inheritance Tax threshold, or a business owner Financial Protector
- Understand how trusts work Trusts
- Write or update a will Making a will
- Challenge a will, or you think you’ve been left out unfairly Contesting a will or inheritance
- Reduce inheritance tax or plan for the future Inheritance and tax planning
- Back to Making a will Making a will