We can advise you on the most appropriate form of trust for your needs and circumstances.

We are experienced in advising on the structure and tax implications of creating and administering Trusts as well as drafting the appropriate trust documents.

Many of our experts act as Trustees and we regularly act for clients who are Trustees themselves but need advice on how to undertake certain tasks. We can act for Trustees and settlors in relation to employee trusts and pension trusts. We can also assist in cases of personal injury where Trusts can be set up to preserve entitlement to any means-tested benefits.

Advice includes:

• Ad hoc advice on trusts and trust administration services
• Advising on the type of trust you need
• Creating the trust
• Administering trusts including:
  • Breaking trusts
  • Dealing with HMRC and compliance
  • Distributions to beneficiaries
  • Liaising with financial advisors
  • Liaising with accountants
  • Preparing annual Trust accounts
• Winding up trusts at the end of their term