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​Not all trusts have to be complicated but it is important to fully understand how they work and what is required to prevent mistakes and problems in the future.

We have many years of experience in creating, administering and supporting trustees with trust management.

A trust can be set up in your lifetime or in your will. A trust is created when a person (“the settlor”) gives assets to other people (“the trustees”) to hold, not for their own benefit, but for the benefit of others (“the beneficiaries”).

What are the benefits of placing assets into a trust?

  • minimising tax, either during your lifetime or as part of your will planning

  • providing protection to inheritance for a vulnerable beneficiary

  • protecting funds earmarked for a specific purpose such as a grandchild's education or assistance with a deposit for the purchase of a property

  • safeguarding money obtained from an injury claim and helping to ensure that state benefits are not lost

  • protecting assets from care fees

Contact us to arrange a FREE 15 minute consultation to find out how we can help you

To find out in more detail about our service fees & charges click here 



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