RUGBY Offices

Private Client Department, Address: 16 Church Street, RUGBY, CV21 3PW, Telephone: + 44 (0) 1788 579 579, Fax: +44 (0) 1788 570 949

Conveyancing Department, Address: 26 Regent Street, RUGBY, CV21 2PS, Telephone: + 44 (0) 1788 551 611, Fax: + 44 (0) 1788 551 597

Commercial/ Wills, Trusts & Probate Departments, Address: The Robbins Building, 25 Albert Street, RUGBY, CV21 2SD, Telephone: + 44 (0) 1788 579 579, Fax: + 44 (0) 1788 552 888

LONDON Offices

2nd Floor Berkeley Square House, Berkeley Square, London, W1J 6BD, Telephone enquiries: +44 (0) 2078876590, Fax number: +44 (0) 207 8876001

BANBURY Offices

Strathmore House, Waterperry Court, Middleton Road, BANBURY, OX16 4QD, General Telephone enquires: + 44 (0) 1295 270999

Trusts

Trusts have throughout history been used as a device for holding assets on behalf of beneficiaries and maintaining control over those assets. Trusts can be created during your lifetime or on your death. There are three basic types of Trust which can be used in the UK whether created in lifetimes or on death through a Will, they are:

  • Bare trusts

  • Discretionary trusts

  • Life Interest or Interest in Possession trusts

You may consider a trust for the following reasons:

  • Protection of assets for disabled beneficiaries or the elderly

  • Maintenance of assets for children, the disabled or elderly

  • Protection and maintenance of assets for beneficiaries in general

  • Specific trusts for the protection and maintenance of personal injury settlements.

Brethertons offers an experienced team who can provide expert advice on:

  • Creating trusts and the right trust for your circumstances

  • Administration of trusts, preparation of trust accounts and tax returns

  • Trustees obligations and duties

  • Distributions from and terminations of trusts.

Please click on the link below to view the STEP leaflet which provides a quick overview of how trusts work, what they are most commonly used for and to correct some of the widespread misconceptions held about trusts:

http://www.step.org/attach.pl/2689/5931/Trust%20Explained%20FINAL.pdf

Wills Trust Probate Law Nadiya Virani-Bland

Nadiya Virani-Bland
Head of Private Client and Probate
Tel: (01788) 559503
Email: nadiyavirani-bland@brethertons.co.uk
Will Trust Probate Law Sophie Wales

Sophie Wales
Solicitor
Tel: (01295) 661442
Email: sophiewales@brethertons.co.uk


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