Trusts

Our Personal Legal Services solicitors advise upon all types of trusts, whether lifetime trusts or following death. 

How we can help

Creating a trust is a means of holding money, assets or property for the benefit of designated individuals without giving those individuals immediate access to those funds, assets or property.

The usual reasons for creating a trust include protecting beneficiaries, facilitating the making of a gift when the beneficiary is too young, immature or incapable of holding the gift themselves, protecting the means-tested benefits of a beneficiary and/or disposing of assets for tax-saving purposes.

Trusts can arise in a Will or during a person’s lifetime. In the event that a person dies without a Will, and if a minor stands to inherit, then a trust would automatically arise.

There are many types of trusts and specialist advice needs to be taken to ensure that you are creating the correct type of trust for your circumstances. It is important to ensure that the trust, once created, is being administered correctly and that it is complying with all relevant tax and other legislation.

Our Personal Legal Services lawyers will advise in relation to Trustees’ duties and responsibilities and all matters relating to the creation, maintenance and winding up of a trust including such requirements as registration.

Our Personal Legal Services Team

Maureen
Solomon
Head of Department & Consultant Solicitor
Maureen graduated from Manchester University with a Law Degree and qualified as a solicitor in 1976…
Elizabeth
Maurice
Solicitor
Elizabeth graduated from King’s College London in 1995 with a BA in Theology and an MPhil in Theology from Cambridge University in 1997…
Lisa
Fay
Consultant Solicitor
Lisa graduated from the University of Bath with a BSc in Business Administration in 1997 and subsequently studied for her Postgraduate Diploma in Law and Legal Practice Course at Nottingham Law School…
Alasdair
Chamberlain
Solicitor
Alasdair graduated from Southampton University in 2015 with an LLB (honours) Law Degree…
Bethany
Chamberlain
Solicitor
Bethany graduated from the University of Surrey in 2015 with a BSc Honours in Psychology and Criminology…
Alina
Tarlev
Solicitor
Alina graduated from the University of Brighton in 2014 with an LLB (Hons) Law Degree with Business…
Matthew
Pady
Solicitor
Matthew graduated from the University of Law in Guildford where he completed both his LLB (Hons) Law Degree and went on to complete the Legal Practice Course in 2020…
Katie
Joad
Chartered Legal Executive
Katie is currently on maternity leave…
Katie
Morrison
Trainee Solicitor
Katie graduated from Durham University in 2020 with a degree in History. She then went on to complete her Master of Arts in Law…
Lucy
Drury
Paralegal
Lucy graduated from Reading University in 2019 with a degree in Philosophy and Politics…

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