Trusts Lawyers
Trusts can be a useful way to protect your family, your business or your home. Our lawyers can assist with everything from trust creation through to winding up on lifetime trusts, testamentary trusts, personal injury trusts and more.
Trusts expertise
Trusts can be a useful way to protect your family, your business or your home. Our lawyers can assist with everything from trust creation through to winding up on lifetime trusts, testamentary trusts, personal injury trusts and more. Freeths’ team of in-house financial advisors can also assist in the preparation of trust assets.
We can advise on the safe custody of securities and prepare all the necessary documents during your trust’s lifetime. Our team also handle receipts and payments (including investment income and distribution of capital income), and the preparation of annual accounts, tax returns and the submission of returns to HMRC.
Why choose our Trusts lawyers?
- Our team brings together lawyers with legal, accountancy and tax backgrounds to handle trusts
- We don’t use jargon – using clear language helps us to avoid problems and misunderstandings
- You can rely on us to provide alternatives if a trust is unsuitable or won’t meet your expectations
- We provide a proactive, creative approach that is tailored to benefit you and your family
- If you have an accountant or financial advisor, we are always happy to work with them
How our Trusts lawyers can help you
Our trusts team provide peace of mind, sound advice and a smooth-running service in this complex area of law.
We take into account family members who are very young or otherwise vulnerable, helping to find a trust that suits you.
The needs of you and your family will always be put first by our lawyers. Some trusts are used to minimise tax, or to take advantage of tax loopholes. We do not believe in artificial schemes which eventually fall foul of HMRC. However, we do take advantage of reliable methods of tax mitigation through the use of trusts. You can depend on us to listen to your concerns.
We also offer a variety of detailed information guides about Trusts, including a general guide, a price guide for setting one up, and your responsibilities as a Trustee. Please get in touch if you would like a copy.
Call our specialist Trusts team on 0330 100 1014 to find out more about how we can help you.
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Notable work
- Advising and assisting families with complex Declaration of Trust arrangements.
- Drafting and administration of Personal Injury Trusts including High Court approved trusts for injured children.
- Supporting inter-generational family trusts, acting as a trustee and also advising trustees of their responsibilities.
- The creation of a personal injury trust for a minor following an award of compensation from the Criminal Injuries Compensation Authority. The trust was drafted to provide defined subfunds for various specified needs of the beneficiary.
- Trust reorganisation for a farming family working with accountant and corporate colleagues to restructure family company. This was to enable succession to family business and protection of interests in land for family members not involved in the business.
- Acting as a court-appointed independent administrator/judicial trustee in complex contested estate administrations.
- Advising a client on the termination of a will trust upon the beneficiary reaching a specified age. In particular advising regarding the taxation elements, including Inheritance Tax and Capital Gains Tax and the availability of holdover relief. Completing the appropriate returns for submission to HMRC.
Testimonials
"Brilliant private client team combines strength in depth with an ability to forge strong client relationships."
Client testimonial
"Nigel Roots heads the Private Client team and advises on a full range of private client matters, often with cross-border elements. His expertise l...
Client testimonial
"Nigel Roots is an expert in trusts, tax and charities, including contentious trusts matters. He's very approachable and practical, and explains th...
Client testimonial
Meet the team
Louise Lewis
Partner & Joint Head of Oxford Trusts, Estates and Tax Team
Lisa Mark-Bell
Director & Joint Head of Oxford Trusts, Estates and Tax Team
Melanie Williams
Director & Head of Oxford Court of Protection
Contact us today
Whatever your legal needs, our wide ranging expertise is here to support you and your business, so let’s start your legal journey today and get you in touch with the right lawyer to get you started.
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