Protective WIll - from £499

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: 

👉 Find My Will Type 

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.