Wills Trusts and Probate

We love to get to know our customers, to really understand their situation

Daniel Boyle

Head of Wills, Trusts and Probate

Insolvency

Trusts

A Trust can be a tax-efficient way of benefiting someone in the future – for example, money passing to a relative on their eighteenth birthday; an allowance paid every month to a grandchild; a valuable possession held for safekeeping. Trusts can be arranged to deal with a vast range of circumstances, but their success depends on careful preparation.

Types of Trusts

Our specialist lawyers advise on setting up Trust funds including Bare Trusts, Life Interest Trusts and Discretionary Trusts. Each Trust has its own purpose. It’s our job to help you choose the right arrangement for you and ensure that the intentions you express will work on a practical and a legal level.

At the helm of a Trust are the trustees, chosen and appointed by you during your lifetime or in your Will.  With responsibility for managing and carrying out the terms of the trust, trustees occasionally need support – and we’re here to help. Our lawyers advise on trustee obligations and on any issues that arise during their administration of the trust, including challenges by family members.

Personal Injury Trusts

One area that we can advise on is the setting up of Trusts to protect monies received as compensation from a personal injury, usually referred to as Personal Injury Trusts. Putting these funds into a Personal Injury Trust arrangement can work to protect them from negatively affecting the life of the injured person.

Our lawyers are members of STEP, the worldwide professional association for practitioners dealing with family inheritance and succession planning.

  • Linda Jones
      • Linda Jones
      • Director of Legal Services - Private Client
      • 01788 557700
      • 07974 087374
      • View profile
  • Daniel Boyle
      • 01869 255902
      • 07791 229307
      • View profile
  • Lindsay Gutteridge
      • 01788 557572
      • 07816 450407
      • View profile
  • Emma Stewart
      • 01869 255912
      • 07972 502099
      • View profile
  • Sophie Wales
      • 01295 661442
      • 07972 621068
      • View profile
  • Annabel Burchett
      • 01788 557668
      • 07387 647797
      • View profile
  • Holly Pearce
      • 01295 661454
      • 07387 647775
      • View profile
  • Laura Stuart
      • 01788 557571
      • 07387 647782
      • View profile
  • Victoria Lea-Holton
      • 01295 661587
      • View profile
  • Emma Webb
      • 01788 557620
      • 07387 647620
      • View profile
  • Anastasios Ampatzis
      • 01788 557639
      • View profile
  • Richard Biddle
      • 01788557567
      • 07964123352
      • View profile
  • Nimita Rana
      • 01788 557575
      • View profile