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How does the Home Preservation Trust work?

A trust is simply a legal arrangement in which ownership of your property changes; like this:

After the trust is set up, you will be a trustee, together with somebody chosen by you. You will also be the trust's protector - which means that you retain the ability to appoint and remove trustees, and also to direct the trustees to sell your home and purchase a new property if you wish to move elsewhere.

The benefits of the Home Preservation Trust are to:

  • ensure that your home passes to your intended beneficiaries at a time chosen by you (e.g. on death)
  • provide for beneficiaries who are minors, or disabled, or otherwise unable to have the property given to them outright
  • protect the property if your intended beneficiaries are spendthrifts

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