Step 01
Understand the job
Show the user what problem this route actually solves before any product or structure is mentioned.
Protection, control, and legacy paths
Protection, control, and legacy paths. This route should feel premium, structured, and practical so users can see a real wealth path rather than a vague advanced topic.
StarterBuilderAdvancedGlobal
See the path, not just the topic
Each block below should help users move from clarity to action. The idea is to make the page feel like a guided route, not a dead-end explanation.
Step 02
Check suitability
Make the user review region, tax position, time horizon, family situation, and risk tolerance before going deeper.
Step 03
Compare routes
Present clean alternatives so the user sees there may be a simpler answer than the most advanced-looking one.
Step 04
Move to action
Route the user toward compare pages, checklists, product pages, and specialist support only when it truly fits.
Start with the basics first
Before this lane, users should have core paperwork tidy: will, nominations, powers of attorney, asset map, pension beneficiary checks, and a basic family overview.
What this lane is really for
The page should teach that trusts are about control, protection, timing, and clarity for beneficiaries as much as they are about tax.
Young family path
Show a route for parents who want staged control, backup guardianship planning, and asset structure that protects children if life changes unexpectedly.
Blended family path
Explain why beneficiaries, fairness, control, and later-life remarriage questions can make simple default inheritance planning feel too weak.
Business-owner path
Show how business sale proceeds, succession plans, and family governance can make this lane relevant far earlier than people expect.
Questions before action
Who needs access, who should control decisions, what ages or triggers release money, and what happens if relationships, health, or residence changes?
Where users need specialist help
Cross-border families, vulnerable beneficiaries, larger estates, or situations with business assets should be directed quickly to legal and regulated support.
How the user should move
Starter: organise. Builder: define beneficiaries and objectives. Advanced: compare structures. Premium: integrate legal, tax, and investment planning.
How the page should feel
Calm, premium, structured, and deeply useful. The page should leave the user feeling guided toward the right professionals, not pressured into complexity.
Trusts and family planning route builder
This page should leave users thinking: I understand where this fits, I understand the risks, and I know my next step. That is the path feeling you wanted.