For when you want protection
A Protective Will (often known as a Parent's Will) is designed for those who require a slightly higher level of planning, control, and long-term protection for their estate and Beneficiaries.
It goes significantly further than both Simple and Tailored Wills by incorporating simple trust-based planning to safeguard your assets against a range of future risks.
Find out for yourself what Will type might suit you best:
What a Protective Will includes
Everything in a Tailored Will, plus:
The ability to include trust structures for added protection
Safeguards against a Beneficiary suffering a divorce or separation
Protection where Beneficiaries may be financially vulnerable
Consideration for Beneficiaries receiving means-tested state benefits
Protection against Beneficiaries suffering insolvency, debt, or financial mismanagement
Support for Beneficiaries facing addiction or personal challenges
Planning to help mitigate generational inheritance tax
Long-term asset protection
A properly structured Protective Will can also:
Help protect your estate from the impact of care home fees
Reduce the risk of your estate being significantly depleted later in life
Preserve more of your wealth for future generations
This level of planning ensures that your estate is not only distributed according to your wishes, but also protected over time, even as circumstances change.
Who is it suitable for?
A Protective Will is particularly appropriate if:
You want to protect family wealth across generations
You have property, higher-value, or complex assets
Your family situation is more involved or blended
You have concerns about how Beneficiaries may manage or retain their inheritance
Our approach
Creating a Protective Will involves a bit more of a detailed discussion and planning. We take the time to fully understand your circumstances, explain your options clearly, and design a structure that provides the right level of protection.
You’ll receive a comprehensive draft to review, followed by a professionally prepared final document once everything is agreed.
