TRUSTS

TRUSTS

Setting up a trust is one of the most effective ways to protect your assets and provide for your loved ones, both now and in the future. Whether you’re planning for inheritance, managing family wealth, or safeguarding assets for vulnerable beneficiaries, I can help you navigate the legal and practical aspects of trusts with clarity and confidence.

What I Offer
When you instruct me, you receive a truly personal service. I take the time to understand your specific circumstances and goals, ensuring the trust is structured to meet your needs. From the initial consultation to drafting the trust deed and offering ongoing advice, you’ll deal directly with me throughout the entire process.

I assist with a wide range of trusts, including:

  • Discretionary Trusts: Offering flexibility in how assets are distributed to beneficiaries.
  • Bare Trusts: Providing straightforward control and access for specific beneficiaries.
  • Trusts for Minors or Vulnerable Beneficiaries: Ensuring their future is secure and well-managed.
  • Inheritance Tax Planning Trusts: Helping to reduce tax liabilities for your estate.
  • Asset Protection Trusts: Safeguarding your assets from future risks.


Understanding Trusts

The concept of a trust can feel complex, but at its core, it’s about protecting what matters most. A trust allows you to set aside assets under specific terms for the benefit of others, whether that’s your children, grandchildren, or a charitable cause close to your heart.

Trusts can be used in a variety of scenarios, from estate planning to providing for dependents, and even managing family businesses. With my expertise, I’ll guide you through the legal requirements, explain the tax implications, and ensure the trust works exactly as intended.

A Practical and Personal Approach
I understand that discussing trusts often involves deeply personal matters, such as family dynamics, financial concerns, and future planning. My approach is both professional and empathetic, offering practical advice while respecting your unique circumstances.

Why Choose Me?
Trust law is a highly specialized area that requires both technical knowledge and a clear understanding of your individual needs. As a sole practitioner, I offer a uniquely personal service, combining my expertise with an approachable and responsive manner. You won’t be passed around or left waiting—I’ll be there to guide you every step of the way.

Let’s Talk
If you’re considering setting up a trust or need advice on managing an existing one, contact me for a no-obligation consultation. Together, we’ll create a tailored solution to protect your assets and provide peace of mind for the future.

 

 

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