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TRUSTS

Our Private Client Team can help to either create a trust in their will or set up a trust during their lifetime either as a tax planning tool or for any other reason. A trust can also be an important means of safeguarding assets for the next generation.

Once the trust is in place we are able to assist you with the day to day administration to ensure compliance with HMRC, from the completion of annual accounts and tax returns to the distribution of monies to your named beneficiaries. The administration of trusts can be a time consuming exercise and our solicitors are experienced with advising both beneficiaries and settlors alike.

Example of our experience: Administration of Trusts – Trust taxation

We were approached by the trustees of a trust with a bag full of papers. The trustees had got themselves in rather a muddle finding themselves completely out of depth in dealing with the trust’s taxation affairs. We established a record with HMRC to act as Agent for the trustees and then completed several years of amended trust and estate tax returns, to include making claims for tax repayments on behalf of those minor beneficiaries who had received income distributions from the trust during those years. We now act for the trustees in all aspects of trust administration.

KEY CONTACTS

Carol Morris

Carol Morris

Partner

"At all times it was clear that Carol was acting in my interests which was very reassuring"

Richard Mullings

Richard Mullings

Partner

"It is not often that you can say you are completely happy with the service provided, but this is one…

Nicholas Parsons

Nicholas Parsons

Head of Private Client & Agriculture

"I was dealt with in a professional, courteous, but also friendly manner. Everything was explained clearly"

Kate Nairn

Kate Nairn

Associate and Fellow of the Chartered Institute of Legal Executives

"Kate is easy to talk to, sympathetic, knowledgeable and gives good easy to understand advice and answers to difficult questions…

Clare Nobbs

Clare Nobbs

Solicitor

"I received excellent and efficient service from Claire. Would recommend without hesitation"

Steven Pipe

Steven Pipe

Associate Solicitor

"Steven was very knowledgeable in his field and extremely professional throughout"

Elizabeth Stilwell

Elizabeth Stilwell

Associate Solicitor

“I was very impressed with your efficiency and delighted to deal with you”

Robina Pighills

Robina Pighills

Solicitor

"Once again thank you so much for all your sound and valued advice"

Michael Conway

Michael Conway

"Michael, thank you fot your help and support in setting up my will during a difficult time"

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