Stuart Lloyd - Protecting Wealth & Health, 16 Beckside, Elvington, York (2026)

17/02/2026

Golf's just for summer......not if you're in Fore !

Finding the right networking group (s) can be really difficult, ideally we all want the place where like minded people hang out, where meaningful relationships can be developed and where business is done.

I wanted to reach out to my network and tell you that I have been doing all of these, all the way through the winter through my participation in "FORE" Business

And what's great is that as the weather gets better, I'll be doing more of the same right across Spring and Summer through the group I am part of in Leeds (Fore Business Leeds) and the wider national Fore Business network.

Fore business offers a free first meeting and round of golf to business owners, leaders and senior managers. If you are interested in coming along or finding out more, drop me a message or a comment below and tag in anyone else you think might enjoy Fore Business.

The pic is me handing out the prize.....not winning !

12/02/2026

🌟 Exciting opportunity: Chair of Trustees 🌟

We are seeking an exceptional individual to join us as Chair of Trustees — someone who can help guide our strategic vision and inspire our continued impact.

This is an incredibly exciting time to join Martin House as we come to the end of our major transformation. We have the facilities - and the amazing expertise of our team - to ensure that children and young people with complex, life-shortening conditions receive the care and comfort they need in a building that has everything they deserve.

If you believe you can bring the insight, leadership and heart that this role requires, we’d love to hear from you.

Learn more here: https://www.martinhouse.org.uk/join-our-team/volunteer-roles/detail/chair-of-trustees/

Please share this post with your networks to help us reach potential candidates who can help shape the future of Martin House.

07/11/2024

I know that when it comes to trusts, many people have questions, and you’re definitely not alone in feeling a bit uncertain. Trusts can be a complex topic, but I’m here to help clarify things for you!

Here are some common queries I often hear:

❓ Do I need a trust if I have a will?
This is a question I get quite frequently! While having a will is essential for outlining your wishes after you pass, a trust can provide additional benefits that a will alone cannot. For instance, trusts can help you avoid the lengthy probate process, allowing your loved ones to access their inheritance more quickly. They also offer more control over how and when your assets are distributed. Depending on your unique situation, having both a will and a trust can be a wise choice.

❓ How much does it cost to set up a trust?
I understand that cost is a significant factor for many people. The price of setting up a trust can vary based on several factors, including the type of trust you choose and the complexity of your estate. It’s important to view this as an investment in your future and the security of your loved ones. I’m here to provide you with a clear understanding of the costs involved and help you find a solution that fits your budget.

❓ Can I change my trust later?
Absolutely! Many trusts, especially revocable trusts, allow you to make changes as your life circumstances evolve. Whether it’s adding new beneficiaries, changing your trustee, or adjusting the terms, having the flexibility to modify your trust is crucial. I can guide you on how to make these adjustments when needed.

If you have more questions or want to learn how trusts can benefit you and your family, please don’t hesitate to reach out! I’m here to help you navigate this important aspect of estate planning and ensure you have all the information you need to make informed decisions.

Let’s work together to secure your legacy and provide peace of mind for you and your loved ones. Your future is important, and I’m just a message away!

www.sbs-uk.co.uk

05/11/2024

If you’ve been considering setting up a trust, you’re taking a fantastic step towards securing your legacy and ensuring your loved ones are taken care of. I know the process can feel a bit overwhelming, but I’m here to help you every step of the way! Here’s how to get started:

1️⃣ Identify Your Goals: The first step in setting up a trust is to think about what you want to achieve. Are you looking to provide for your children’s education? Do you want to ensure your assets are protected from creditors? Or perhaps you want to support a charitable cause that’s close to your heart? Clearly defining your goals will help shape the type of trust that’s right for you.

2️⃣ Choose the Right Type of Trust: There are several types of trusts, each serving different purposes. For example, a revocable trust allows you to maintain control over your assets during your lifetime, while an irrevocable trust can provide greater asset protection. Based on your goals, we can discuss which type of trust suits your needs best.

3️⃣ Select a Trustee: This is an important decision! Your trustee will be responsible for managing the trust and ensuring your wishes are carried out. Choose someone you trust implicitly—this could be a family member, a close friend, or even a professional. It’s essential that your trustee understands your values and is capable of handling the responsibilities involved.

4️⃣ Consult an Expert: This is where I come in! I’m here to guide you through the entire process, ensuring that everything is set up correctly and in accordance with the law. I’ll help you navigate the complexities of trusts and provide you with the information you need to make informed decisions.

If you’re ready to take this important step towards securing your legacy, let’s chat! I’m just a message away and would love to help you explore your options. Together, we can create a plan that reflects your wishes and protects what matters most to you.

Your legacy deserves to be safeguarded, and I’m here to support you on this journey.

sbs-uk.co.uk

29/10/2024

I want to talk about something that’s been on my mind lately—protecting your hard-earned assets. I know how much time and effort you put into building your wealth, and it’s only natural to want to safeguard it for yourself and your loved ones.

Have you ever considered using a trust as a powerful tool for asset protection? Trusts can be incredibly effective in helping you secure your wealth, and here’s how they can work for you:

1️⃣ Shield Against Creditors: One of the significant advantages of certain types of trusts is their ability to protect your assets from creditors and lawsuits. If you ever find yourself in a situation where you’re facing financial challenges, having a trust in place can help ensure that your hard-earned assets are shielded from claims. This means that your wealth can remain intact for your family, even in tough times.

2️⃣ Tax Benefits: Another fantastic benefit of trusts is their potential to help reduce estate taxes. By strategically placing your assets in a trust, you can often lower the tax burden on your estate, allowing more of your wealth to go directly to your beneficiaries. This means that your loved ones can inherit more of what you’ve worked so hard to build, rather than seeing a significant portion go to taxes.

If you’re curious about how trusts can protect your assets and want to explore your options, please don’t hesitate to reach out! I’m here to help you navigate the various types of trusts and find the best solution tailored to your unique situation.

Let’s work together to ensure that your wealth is safeguarded for the future. Your peace of mind is important to me, and I’m just a message away if you have any questions or need guidance!

www.sbs-uk.co.uk

15/10/2024

I wanted to take a moment to chat about something that often comes up in conversations but can leave people feeling a bit puzzled—trusts. Have you ever heard about them but felt a little confused about what they really are? You’re not alone!

So, what exactly is a trust? In simple terms, a trust is a legal arrangement that allows you to manage your assets during your lifetime and even after you’re gone. It’s like having a safety net for your loved ones, ensuring that your wishes are followed and that they are taken care of financially.

Here’s why I think trusts are fantastic:

1️⃣ Financial Security: Trusts can provide a layer of financial security for your family. By setting up a trust, you can ensure that your assets are distributed according to your wishes, which can help prevent any confusion or disputes among your loved ones.

2️⃣ Control Over Your Assets: With a trust, you have the power to dictate how and when your assets are distributed. Whether you want to provide for your children’s education or ensure that your partner is taken care of, a trust allows you to set specific terms that reflect your intentions.

3️⃣ Peace of Mind: Knowing that you have a plan in place can bring you peace of mind. You can rest easy knowing that your loved ones will be supported and that your wishes will be respected, even when you’re no longer around.

This week, I’ll be diving into the basics of trusts and how they can truly benefit you and your family. I’ll share insights on different types of trusts, their advantages, and how to get started.

If you have any questions or topics you’d like me to cover, feel free to drop them in the comments! I’m here to help you navigate this important aspect of estate planning. Stay tuned, and let’s explore how trusts can make a positive impact on your family’s future!

www.sbs-uk.co.uk

08/10/2024

🌟 Let’s Clear Up Some Common Myths About Wills! 🌟

I want to tackle some common misconceptions about wills that I often hear. It’s important to set the record straight so you can make informed decisions about your future. Here are a few things people often get wrong:

❌ Myth: You Only Need a Will If You’re Wealthy.
✅ Fact: Everyone—yes, everyone—can benefit from having a will.
You might think that wills are only for the rich or those with significant assets, but that couldn’t be further from the truth! A will is about more than just money; it’s about ensuring your wishes are respected. Whether you have a modest home, a few savings, or cherished personal items, having a will allows you to decide who gets what. It’s your chance to communicate your intentions clearly and protect your loved ones from potential disputes.

❌ Myth: Wills Are Just for Old Folks.
✅ Fact: If you have assets or loved ones depending on you, it’s time to start thinking about having a will, no matter your age!
Many people believe that wills are only necessary for older individuals, but that’s simply not true. Life is unpredictable, and accidents can happen at any age. If you have children, a partner, or even pets that rely on you, it’s crucial to have a plan in place. A will ensures that your loved ones are taken care of and that your wishes are followed, regardless of your age.

Don’t let these misconceptions stop you from safeguarding your family’s future. Having a will is a responsible step that everyone should consider, no matter their financial situation or age.

If you’re ready to talk about your will or have any questions, feel free to reach out! I’m here to help you navigate this important process and ensure your wishes are known. Let’s work together to secure your legacy!

sbs-uk.co.uk

03/10/2024

🌟 Reasons to Have a Will 🌟
You might be wondering, “Why do I even need a will?” It’s a great question, and I’m here to break it down for you. Here are some compelling reasons why having a will is essential:
1️⃣ Protect Your Loved Ones: Imagine this scenario: you pass away without a will, also known as dying intestate. This can leave your family in a stressful and potentially expensive situation. Without clear instructions, the law decides how your assets are distributed, which may not align with your wishes. This can lead to delays, legal battles, and added heartache for your loved ones during an already difficult time. By having a will, you ensure that your family is taken care of and that your wishes are respected.
2️⃣ Avoid Family Drama: Nobody wants to see their loved ones fighting over belongings or assets. Unfortunately, without a will, misunderstandings can arise, leading to disputes among family members. A will provides clarity and direction, helping to keep the peace. It’s a way to communicate your intentions clearly, so your family knows exactly what you wanted. This can save them from unnecessary stress and heartache, allowing them to focus on remembering you rather than arguing over your estate.
3️⃣ Control Over Your Assets: Whether it’s a treasured family heirloom, your home, or your savings, having a will gives you the power to decide who gets what. You can choose to leave specific items to certain people, ensuring that your belongings go to those who will appreciate them the most. Don’t leave it up to chance! By outlining your wishes in a will, you take control of your legacy and ensure that your assets are distributed according to your desires.
I understand that discussing wills can feel overwhelming, but I’m here to help you navigate the process of creating a will that fits your unique needs. Together, we can secure your legacy and provide peace of mind for you and your loved ones.
If you have any questions or want to learn more about how to get started, feel free to reach out! Let’s make sure your wishes are known and respected.

www.sbs-uk.co.uk

30/09/2024

🌟 Have You Thought About Your Legacy? 🌟
Have you ever stopped to think about what will happen to your belongings when you’re no longer around? It’s a tough topic, but it’s so important to consider.
A will is your way of clearly stating what you want done with your things. It’s not just a piece of paper; it’s a powerful tool that ensures your wishes are followed. Having a will in place can provide your loved ones with much-needed peace of mind during what can be a really tough time.
In my experience, I’ve seen how a clear and well-thought-out will can prevent family disagreements and confusion. Trust me, nobody wants to deal with disputes over belongings when they’re grieving. A will helps to keep things straightforward and respectful.
This week, I’ll be sharing more information about wills—what they are, what they do, and why they really matter. I hope you find it helpful. If you have any questions or thoughts, feel free to drop them in the comments. Let’s start this important conversation together!
Stay tuned.......

10/03/2023

If anyone would like to know more, get in touch

Stuart Lloyd - Protecting Wealth & Health

17/02/2026

12/02/2026

07/11/2024

05/11/2024

29/10/2024

15/10/2024

08/10/2024

03/10/2024

30/09/2024

10/03/2023

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