A trust or settlement is a fund that holds assets controlled by trustees for the benefit of specific individuals. We advise clients on how to establish a new trust, as well as working with trustees of existing trusts on their ongoing administration.

Our clients use trusts for different reasons, depending on their circumstances. They are a tax efficient way of protecting assets for the next generation, they can also provide much-needed protection for underage or vulnerable beneficiaries or to protect your business or your home.

Trusts have their own separate complex regulations and are subject to separate tax rules. It is important to make sure that you have taken robust and appropriate advice when setting up new trusts.

The Value of Our Services

Trust law is complex and one with its own set of specific tax rules

We can guide you through this complex arrangement, tailoring advice to suit you and your family’s circumstances.

We advise on the setting up and running of many different types of trust and will help you find the best trust structure to achieve your family’s goals:

  • Discretionary trusts to protect better the assets for the family
  • trusts for vulnerable or disabled beneficiaries
  • trusts used as a vehicle to mitigate tax liabilities
  • pension trusts
  • charitable trusts
  • trusts for families with children from different relationships

We work closely with the trustees in the ongoing administration of trusts and to ensure that they have discharged their statutory duties. We can also assist in the winding up or restructuring of trusts.

Will Writing Berkshire
"Jamie is amazing at his job and his customer service is exemplary . I would never use anyone else ."
Mrs P

Contact us

Contact us to request a free consultation at the venue of your choice.