In Brief: Trusts for estate planning: what, when and how?
Tuesday, 27 January 2026
How trusts can assist in organising family wealth and safeguarding future generations
Trusts have been utilised for centuries to manage and safeguard wealth, yet they remain among the least understood aspects of estate planning. Although often seen as complex or reserved for the ultra-wealthy, a trust is simply a legal arrangement that separates ownership from control for a beneficiary’s benefit. When properly structured, trusts can regulate how assets are utilised, protect against creditors and disputes, avoid probate for enhanced privacy and speed, and reduce costs and family conflicts.
« Return to news section
Please be aware these articles are for general information purposes only and correct at time of printing. We will
not accept responsibility for any errors made or actions taken by any readers that have acted on the information
contained. Answers given are for guidance only and specific advice should be taken before acting on any of the
suggestions made. All information is based on our understanding of current tax practices, which are subject to
change. Always remember when investing, past performance is not necessarily a guide to future performance and
the value of some investment units can fall as well as rise.