Understanding Trusts
Trusts provide a means of placing your assets under careful management, protecting your property or assets now and for the future. While trusts may feel complex, with the right guidance they become a vital tool in securing your legacy and supporting those you care about.
Our team bring exceptional expertise, including accredited members of the Society of Trust and Estate Practitioners (STEP), along with qualifications from The Association of Lifetime Lawyers. This means you receive advice from trusted professionals, recognised for their experience and specialism. Our private client team is also ranked as a Leading Firm in the Legal 500.
We know that discussing trusts can sometimes feel overwhelming. That’s why our solicitors explain every step in clear, straightforward language. We work collaboratively with your accountants and financial advisers to ensure all aspects of your plans work smoothly, delivering the best possible outcome for you and your family.
Our approach is personal and attentive. We listen closely to your needs, simplify the legal process, and tailor trusts to your unique circumstances, helping you feel confident that your wishes are accurately reflected.
Since families and businesses change over time, we stay by your side to review when your affairs needed, so they continue to serve their purpose effectively throughout life’s transitions.
Our service includes:
- Explaining the types of trusts and their benefits
- Drafting bespoke trust documents to reflect your instructions
- Advising upon tax implications and how to minimise liabilities
- Supporting trustees to understand and fulfil their responsibilities
- Providing ongoing assistance for smooth trust administration
To us, trusts are about much more than legal arrangements — they embody the trust you place in us to protect what matters most today and for years to come.
Personalised advice, tailored for you
We take time to understand your family, business, and financial goals so your trusts truly fits your goals.
Clear, jargon-free communication
You’ll always know what’s happening and why, with explanations that respect your time.
Long-term partnership
We support you at every stage – from setting up the trust to adapting it as your needs change.
Experienced, reliable team
Our specialists bring knowledge and empathy, guiding you with confidence and care.
Focus on peace of mind
Beyond paperwork, we prioritise your reassurance and trust in us as your long term legal partner.
Support for trustees
We empower those managing the trust with clear guidance, making an often complex role more manageable.
Complete confidentiality and respect
We understand the sensitivity of your plans and handle every detail with discretion and integrity.
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Trusts FAQs
We understand you might be looking for answers, so we’ve compiled a list of frequently asked questions to help get you started.
A trust is a legal way to hold assets, so they are managed by trustees for the benefit of named beneficiaries. It can protect assets, provide for children, or manage business interests, helping control how and when the asset is used.
There are several trust types; selecting the right one depends on your goals, family situation, and finances. We’ll guide you through options like lifetime trusts, discretionary trusts, or trusts for vulnerable beneficiaries, explaining benefits and limitations clearly.
The person creating the trust chooses the trustee when the trust is established. Anyone over 18 can be a trustee although there are certain factors which mean that some people should not be a trustee. Grounds for removal of a trustee include when a person is an undischarged bankrupt; a person is not capable of managing their own money; if the trustee is going to be out of the country for more than 12 months. The Trustee then manages the Trust assets and must act in the best interests of the beneficiaries having regard to their wishes. We provide trustees with all the support and advice they need to fulfil their role properly.
A trust may last for many years and sometimes needs adapting due to life changes, tax law updates, or shifting family circumstances. We’ll help review and update your trust to keep it effective and aligned with your wishes.
Trusts can have important tax implications. Our expert team will explain any liabilities and advise how to manage tax efficiently while meeting all legal obligations, so you feel fully informed and confident.
Trusts service expertise
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You can contact us now to book an initial consultation. Or for more information please contact Kristian Croad on the details below.
Kristian Croad
Partner