Bespoke Trust Planning Under Your Brand

Offer asset-protection and tax-efficient trusts without mastering complex legislation.

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The Benefits

Future-Proof Client Wealth—Effortlessly

Protect family legacies while generating high-value fees.

Tailored Structures

From discretionary to life-interest trusts, deeds are customised to each client’s goals.

Tax & Reporting Covered

We handle HMRC registrations and ongoing compliance returns.

Brand-Aligned Delivery

All documents carry your letterhead, reinforcing your advisory authority.

Cut Through Trust Complexity

Legislation, TRS rules and tax nuances change constantly. We stay ahead so your advice is always accurate.

The Process

Safeguard High-Net-Worth Relationships

Keep affluent clients within your ecosystem by adding sophisticated trust solutions they’d otherwise seek elsewhere.

Setup & Training

Quick portal access plus CPD-eligible trust basics workshop.

Refer a Trust Case

Provide client objectives; we recommend structure and fixed fee.

Deed Draft & Registration

Solicitors draft, meet with settlors, file TRS and supply execution pack.

Ongoing Support

Annual compliance reminders and deed maintenance, all white-labelled.

Simplify Ongoing Trust Administration

Annual tax returns, legislative updates and trustee duties can turn a one-off trust into a full-time job—and any slip can trigger HMRC penalties. LSP handles your clients’ trust maintenance, filings and compliance reviews behind the scenes, so you deliver a truly hands-off, high-value service under your brand.

Start Selling Trusts Today

Schedule a call to kickstart the process.

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