Getting your financial affairs in order ensures peace of mind for yourself and your loved ones. And whether you’re managing a trust on behalf of someone else, planning for care fees, or confused about managing financial affairs after the death of loved one, we’re here with a friendly ear to help you to plan the present — and the future.
Our team are here to help make sense of it all.
From the first time we meet we’ll take the time to really get to know you, so that we understand the intricacies of what you need. We offer you clear, legal advice from experts in each field of law so that you can make the best decision for you. We put you first. We listen. And offer you a personal service that you can depend on.How We Work
When you’re planning your financial future you need personal advice and legal expertise in this very specific area of the law. That’s where we come in.
We’re here to help you manage your trusts and estates in the most tax efficient way. We’ll also provide support in the difficult time following the death of a loved one when you need to deal with financial affairs, property and administration.
We can help with all areas of trusts and estates including:
Trusts are a useful way to preserve wealth in cases where the intended beneficiary might be incapable of holding money or property themselves, or where an outright gift is not appropriate. Our experienced solicitors provide personalised legal advice and inheritance tax planning for all types of trusts, including:
The complexity of The Trustee Act leaves many Trustees concerned about their duties and obligations under the law.
We can help guide and advise you what you can and cannot do as a Trustee, including the duties and responsibilities that come with the management, administration and taxation of Trusts.