Will-Based Trust
£495.00
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Combine Estate Planning and Asset Protection
A Will-Based Trust is the most powerful asset-protection tool available to most Bristol homeowners — and it costs a fraction of what people lose to care fees, divorce settlements or 40% Inheritance Tax when no trust is in place. For estates pushed over the nil-rate band by Bristol property values (especially in Clifton, Redland, Westbury and Sneyd Park), the savings can easily reach six figures.
Will-based trusts are bespoke — no two are the same. The right structure depends on your goals, and our consultation will identify which is suitable: a Property Protection Trust (ring-fencing your half of the family home from care fees), a Discretionary Trust (flexible distribution to a class of beneficiaries, ideal for blended families and grandchildren), a Disabled Person's Trust, a Bloodline Trust (protecting inheritance from a beneficiary's future divorce or bankruptcy), or a Right of Occupation Trust (protecting a surviving partner's right to live in the home while preserving capital for children from a previous relationship).
Our £495 fixed fee covers the full consultation, bespoke drafting, the Letter of Wishes guiding your trustees, and tailored trustee guidance notes. This service covers the trust itself for one individual — the underlying will is priced separately at £85 (single) or £145 (mirror wills for couples) and is usually drafted in the same appointment.
Appointments are available at our Henleaze office (BS9), by video call, or at home across Bristol, Bath and the wider South West. We frequently work alongside clients' existing financial advisers and accountants to ensure the trust fits the broader inheritance tax and care fees strategy.
Will-Based Trust in Bristol & the South West
High Net Estate Planning is based in Henleaze, north Bristol (BS9). We support clients across Bristol, Clifton, Redland, Westbury-on-Trym, Bath, North Somerset and the wider South West — in person, by video call, or at home.
All pricing is fixed and confirmed in writing before any work begins. Call 0117 463 2447 or book a free consultation.
Frequently asked questions
How much does Will-Based Trust cost in Bristol?
Our fixed fee for Will-Based Trust is £495.00 — all-inclusive, with no hidden charges. Any third-party fees (such as the £82 Office of the Public Guardian registration for LPAs) are clearly stated upfront.
Do you offer Will-Based Trust appointments in Bristol?
Yes. We meet clients at our Henleaze office in north Bristol (BS9), by video call, or at your home across Bristol, Clifton, Redland, and the wider South West. Evening and weekend appointments are available.
How long does Will-Based Trust take?
Most clients complete the process within 2–3 weeks of their initial consultation. We handle drafting, review, and (where applicable) registration with the relevant authority on your behalf.
Are you regulated and insured?
High Net Estate Planning is a member of the Society of Will Writers and carries full professional indemnity insurance. Every document is reviewed by a qualified estate planning specialist before it reaches you.
