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Freeths - Law firm

Trusts

Safeguarding wealth for the future

What is involved?

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 Freeths?

  • 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

Call our experienced Private Client team now to find out how we can help you with Trusts.

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.

Would you like to talk to someone?

Contact our Trusts team

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Call: 03301 001 014
Or email: Send an email

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Testimonial

"Brilliant private client team combines strength in depth with an ability to forge strong client relationships."

Testimonial

"National head of private client Nigel Roots is an expert in trusts, tax and charities, including contentious trusts matters. One source said: 'He's very approachable and practical, and explains things well’ and has ‘phenomenal' trusts expertise'."

Testimonial

"Part of a large team, senior associate Jane Robinson and associate Lisa Mark-Bell have notable trusts and tax expertise respectively."

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 lies in complex trusts, where he is known for acting as an independent trustee in disputed estates."

Testimonial

"Singled out for her 'professionalism, sincerity and immense knowledge', Jane Maitland acts as an executor and trustee and is also a Court of Protection appointed deputy for vulnerable clients."

(The Legal 500, 2017)

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‘Doing the right thing’ is at the heart of Freeths. Find out more about our excellent client service and the strong set of values that guide the way we work.

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Talk to us

Freeths are a leading national law firm with 13 offices across the UK. If you have a query about our services or just want to find out more, why not give us a call?

Contact: 03301 001 014

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