When getting your financial affairs in order, a Trust can offer peace of mind for yourself and those you wish to look after. Our Trust specialists will help you understand how a Trust can be used to protect assets and support beneficiaries.
Whether you’re setting up a new Trust or managing a Trust on behalf of someone else we’re here to help you plan the present and the future. Our team have experience in all types of Trust, helping you to make sense of it all. We have members of STEP who are specifically qualified for Trusts.
Key to your successful outcome is that we put you first. We really listen and understand what’s important to you.
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A Trust can be a good solution when you’re planning on leaving a legacy, be that financial or property, to another person but still need an element of control on how that is passed over and used.
Often they are used when planning long-term provisions for children and when planning how to structure your estate to minimise Inheritance Tax. It can be a very specific and complex area of law; our specialist Trust lawyers can help you manage your Trusts in the most tax efficient way.
Trusts, or Settlements if created in your lifetime, are a useful way to protect wealth in situations where the beneficiary is incapable of managing the money or property for themselves, or where an outright gift of the asset isn’t appropriate. Our experienced lawyers provide legal advice and inheritance tax planning for various types of Trusts, including;
Dependent on your circumstances, you may need to set up a Trust now or have one set out for when you pass away. We can help with all legal areas of Trusts and estate management;
The complexity of the law covering Trusts and Settlements can leave many Trustees concerned about their duties and obligations. We can help with guidance and advice you on what you can and cannot do as a Trustee, including the duties that come with the management, administration and taxation of Trusts. We can cut through and translate for you the increasingly complex regulations faced by Trustees, and assist you with how Trusts and Settlements can be used effectively.
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