Special Purpose Trust

The Special-Purpose Trust (SPT) is our most versatile wealth management vehicle. It is a bespoke structure designed to achieve specific, lawful objectives defined entirely by you. If your financial or legacy goals fall outside traditional categories, the SPT provides the legal framework and professional fiduciary oversight to bring your vision to life.

Tailored Solutions for Unique Goals

Our Special-Purpose Trust is the ideal choice for clients requiring a customised fiduciary arrangement. Common applications of our SPT include:

  • Investment Pooling Structures
  • Targeted Savings Programmes
  • Charitable Initiatives
  • Family Support Arrangements
  • Annuity-Style Benefit Planning
  • Customised Legacy Project

Ready to Secure Your Legacy?

At Custodian Trustees Limited, we make estate planning simple, efficient, and entirely bespoke. Whether you need a standard Will or a custom Special-Purpose Trust, our team is here to design the perfect solution for your unique needs.

Ready to Secure Your Legacy?

Whether you need a standard Will or a custom Special-Purpose Trust, our team is here to design the perfect solution for your unique needs.

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