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Welcome to Trusts & trust administration services

Trusts may be created to benefit employees, protect a vulnerable person, to receive pension or life assurance benefits on death, to provide a mechanism for benefiting the family or to benefit charitable causes.

Whatever your requirements, our experts can advise you on the most appropriate form of trust for your needs and circumstances.

It may be that as part of your succession planning, you wish to gift money or assets into trust during your lifetime.

Alternatively, you or someone you know, may need a disabled trust to hold funds which are needed to assist with day to day living but in a tax-efficient environment.

It may be that you are concerned about how to benefit your family. For example, you and your partner have children from other relationships and wish to ensure that the survivor of you is protected while having the certain knowledge that at the end of the day, your children will inherit what you leave behind when you are gone.

We can also assist in cases of personal injury where trusts can be set up to preserve entitlement to any means-tested benefits, if the trust is set up at the appropriate time and in the right way.

In addition to working with individuals for private family trusts, we also act for corporate trustees in relation to employee trusts and pension trusts.

We also work with clients who are anxious to ‘give something back’ whether it is by creating a lifetime charitable trust or leaving their assets in trust on death.

Many of our experts act as trustees and we also act for clients who are trustees themselves but need advice on how to undertake certain tasks, the tax and legal implications of certain proposals as well as administering trusts on behalf of trustees.

The work we do includes:

Advising on the type of trust you need

  • Creating the trust
  • Administering trusts including:
    • liaising with financial advisors
    • dealing with HMRC and compliance
    • preparing annual Trust accounts
    • distributions to beneficiaries
    • breaking trusts
  • Winding up trusts at the end of their term
  • Ad hoc advice on trusts and trust administration services

For more information on any of our services, please get in touch.

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