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Sensible Estate Planning for the Post-Covid-Age

For many years Trusts have benefitted mainly the very rich. We believe everyone should have the freedom to use Trusts to protect whatever they own

Our Mission

Bringing Trusts To Ordinary Families

At Keep Trust Planning our mission has been to bring Trusts to ordinary families in the UK. We are experts at using Trust Planning either within or outside of the Will to protect our clients from losing their hard earned assets from a number of modern threats. We want to help you Keep those important promises to your family and guarantee them a fantastic inheritance.

Andy Brackenbury

Director of Client Services

Andy Brackenbury

With many years of experience seamlessly integrating Will writing with financial services, I am uniquely positioned to offer a comprehensive and holistic approach to estate planning. This blend of expertise allows me to provide clients with tailored solutions that address both their immediate needs and long-term financial security. My commitment to service delivery is at the heart of everything we do, and I take pride in leading a team that consistently goes above and beyond to exceed expectations. By combining deep industry knowledge with a client-centred approach, we ensure that every family receives the personalised care and attention they deserve, building trust and peace of mind for the future.

andrew@keeptrustplanning.com

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Simon Chaplain

Estate Planner

Simon Chaplain

After spending over 20 years in the demanding corporate world, which ultimately led to burnout, I am grateful to have discovered the field of Estate Planning in 2019. This transition has been incredibly rewarding, as my role now allows me to make a meaningful impact by helping individuals secure peace of mind for the future. Ensuring that families can protect and preserve their hard-earned wealth for the next generation provides me with a deep sense of satisfaction and fulfilment. It is truly rewarding to know that our work supports clients in creating lasting legacies for their loved ones.
simon@keeptrustplanning.com

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Suezanne King

Solicitor

Suezanne King

Suezanne King is a highly experienced solicitor offering focused, personal legal support across property, private client, and litigation matters. Since qualifying in 2011, she has worked with a wide range of clients – from property developers and investors to families and individuals navigating sensitive disputes.

With over a decade of experience, Suezanne has advised on everything from multi-stage property developments and contentious probate disputes to complex trust structuring and high-profile group litigation, including civil actions following the Grenfell Tower disaster. Whatever the challenge, she brings clarity, structure, and strategic guidance, helping clients protect their assets, relationships, and future.

All legal work is delivered through regulated firms Suezanne consults with, ensuring clients benefit from personal attention backed by full legal protection.

Suezanne’s approach is grounded in listening to what matters most to her clients. Whether it’s keeping a development on track, safeguarding family wealth, resolving disputes without unnecessary conflict, or securing fair outcomes in separation, she takes time to understand both the legal position and the personal priorities involved.

Beyond her legal practice, Suezanne is a mother of two, including one child with additional needs, which shapes her empathetic, practical approach to supporting families. She also mentors law students and junior lawyers, reflecting her commitment to building a more thoughtful and accessible profession.

Clients often describe her as reassuring, proactive, and solution-focused – someone who doesn’t just present options but provides clear next steps and anticipates challenges before they arise.

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Michelle Tye

Director of Communication

Michelle Tye

With extensive experience in the banking industry, I offer valuable operational support, leveraging a deep understanding of strategies and processes. My expertise allows me to efficiently manage tasks, optimise workflows, and contribute to the overall success of Keep Trust Planning. I am committed to delivering high-quality support, ensuring seamless processes, and providing strategic insights based on years of hands-on experience.

michelle@keeptrustplanning.com

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Tara Cozens

Administrator

Tara Cozens

Following the birth of my daughter, I made the decision to sell my business in order to dedicate my time and energy to her upbringing. Having known Andrew and Michelle for many years, I was excited to seize the opportunity to collaborate with them once again. Their professionalism and shared values made this transition a natural fit, and I am thrilled to contribute my expertise and experience to Keep Trust Planning.

tara@keeptrustplanning.com

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Gemma Homer

Administrator

Gemma Homer

As a seasoned business owner with extensive experience in the financial services industry, I bring a wealth of knowledge and expertise to providing high-level operational support for Keep Trust Planning. My deep understanding of financial strategies, combined with a strong administrative skill set, allows me to contribute effectively to optimising processes, enhancing efficiency, and supporting the overall goals of the organisation. My focus is on delivering strategic solutions and ensuring smooth operational performance to drive continued success for Keep Trust Planning.

info@keeptrustplanning.com

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Ethan Brackenbury

I.T. Support

Ethan Brackenbury

I am equipped with cutting-edge technical knowledge and have a passion for innovation. With a deep understanding of the latest software, hardware, and cybersecurity trends, I offer support to the team at Keep Trust Planning. By staying ahead of industry developments, I can help to ensure that our service not only meets but exceeds expectations, driving efficiency and digital transformation to our industry.

ethan@keeptrustplanning.com

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Advising Clients For Nearly A Decade

We have been advising clients for nearly a decade and have protected many millions of pounds from a variety of threats. We pride ourselves in providing a service tailored to the post-covid-age with regular online educational webinars. Our service is friendly and jargon free. We offer our consultations online or face to face.

Shirley's Story

We thought we were being really sensible when we had our Wills written. Just as my parents had done we just passed everything to each other. It was the normal thing to do we were told at the time. It was only when my dad passed away leaving mum widowed did we discover the problem.

Mum and dad had bought the family home back in the early sixties and raised us there. It was such a lovely place and my brother and I have so many happy memories growing up. They had a great marriage and I knew they had done their Wills so I didn’t worry too much for the future.

We thought we were being really sensible when we had our Wills written. Just as my parents had done we just passed everything to each other. It was the normal thing to do we were told at the time. It was only when my dad passed away leaving mum widowed did we discover the problem.

Mum and dad had bought the family home back in the early sixties and raised us there. It was such a lovely place and my brother and I have so many happy memories growing up. They had a great marriage and I knew they had done their Wills so I didn't worry too much for the future.

Things dramatically changed six years ago when dad passed away. He had a heart-attack and suddenly mum was widowed. Everything dad had went to mum according to the Will he had written with mum years before. So mum now owned the family home outright.

We didn't think this would be a problem but six months later mum had a stroke. It was clear she was going to need residential care and probably for a long time. We thought that because mum only really had the house and little personal savings the Local Authority would pay for the care that mum needs. But after an assessment they decided that she would need to pay all her care fees and the family home would have to be sold so she could afford it.

That was two years ago now and mum is still in care. The family home was sold for £300,000 and the care home fees are well over £1000 per week. So almost half the money from the sale of her home has already gone. They worked so hard all their lives and I know dad really wanted an inheritance to eventually go to our daughter, Rosie, so she could get on the housing ladder or have a fund for university.

Mum knows others at the care home who constructed their Wills differently. They wrote them when both partners were fit and well so that a half of the house passed into a protective trust. This has meant that only their savings were used to pay for the care and when they had nearly run out of savings the state stepped in and paid.

It seems so unfair that mum has been treated differently. If only they had been properly advised when dad was still here. Now we are changing our Wills so that our family home will be protected should one of us pass away and then the other require care in the future. At least we know should that happen, Rosie and her children will get a great inheritance and won't end up seeing their childhood home lost to pay for nursing care.*

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