Skip to main content
Lester Aldridge Logo
Call Us Now 0344 967 0793

Trusts are an excellent way of passing assets out of your estate for inheritance tax planning purposes yet maintaining a degree of control and protection over the underlying assets.

If you are concerned about handing assets down to children or grandchildren because you are perhaps worried about divorce or bankruptcy, we can provide advice and solutions on asset protection trusts.

If you have a relative who is disabled or has learning difficulties, our trust solicitors can provide practical and relevant advice on suitable structures and how they will operate.

We can help create, terminate and administrate trusts, as well as assisting with more complex and sensitive matters such as family disputes and inheritance issues.

Whatever your reason for wanting to create a trust, our dedicated team of solicitors specialising in wills and trusts can offer expert legal advice on all aspects of tax, trust and estate planning.

Our lawyers and tax advisors will work closely with you to identify the most appropriate and cost-effective solution to meet your needs.

How our trust solicitors can help

  • Advice on passing assets down to the next generation or to grandchildren via an asset protection trust
  • Maximising all the IHT reliefs available, both in lifetime and on death
  • Minimising immediate IHT or CGT consequences of making lifetime gifts.
  • Making provision for those who are disabled.
  • Dealing with all aspects of trust administration, tax and financial reporting.

How does trust planning work?

The first step is a meeting with you to discuss your ideas. Using our knowledge and experience, we advise and direct you to a few simple options. Once objectives are agreed, we draft all necessary forms and documents to put the plan not effect. We liaise with your financial advisors and accountants when necessary. We provide detailed advice before putting the trust planning proposals into action. We can fulfil all or any HMRC reporting requirements where necessary.

How long does the trust planning process take?

Depending on the scope and depth of your objectives, the trust planning can be completed in a few weeks or may take a few months to complete. Our trust law solicitors can give you time estimates at the time of clarifying your instructions.

Make an enquiry

Enquire now

Make an enquiry