Trust Information & Administration
Our Private Client Team can help clients to either create a trust in their will or set up a trust during their lifetime either as a tax planning tool or for other reasons such as safeguarding assets for the next generation.
Once a trust is in place we are able to assist you with the day to day administration to ensure compliance with HMRC, from the completion of annual accounts and tax returns to the distribution of monies to your named beneficiaries.
Key Contacts
Nicholas Sewell
Partner
Head of Wills and Estates
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David Neve
Associate Chartered Legal Executive
Wills & Estates
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Janet Strong
Associate Solicitor
Wills & Estates
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Christina Cox
Solicitor
Wills & Estates
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What's going on
Coronavirus (COVID-19)
We are monitoring the Coronavirus (Covid 19 situation) and following Government Guidance.
Currently as of December 2021
Our offices are open but some staff will be working remotely
We are encouraging remote meetings wherever possible
We are asking all visitors to wear masks (unless exempt) , even if dropping off documents
If you do need to attend for an appointment you will be advised of our specific procedures when the appointment is made.
Thank you for your co operation.