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Trust Management

Trust Management Advice from Experienced Solicitors

Our trust solicitors deal with all aspects of trust management and administration. A number of our team are members of the Society of Trust and Estate Practitioners and are therefore recognised as specialists in this field.

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How Can We help?


Charitable and Disabled Trusts

We act on behalf of charity trustees, as well as creating new charitable trusts and foundations. A number of our solicitors have particular expertise in creating trusts for those with disabilities where particular trust structures are required in order to avoid triggering tax liabilities or jeopardising means tested benefits.


Legal Advice for Trustees

The role of a trustee can be onerous and professional advice is required to avoid incurring liability. We offer bespoke legal advice for trustees on their obligations and duties.


Our Executor and Trustee Company

Our professional trustee company can act as a trustee where an independent non-family member is required. The trustee company can fulfill a valuable function providing professional advice and guidance and helping to prevent disputes between trustees and beneficiaries.


Trust Structures and Succession Planning

We can advise on trust structures as part of your succession planning process to shelter assets from inheritance tax, or from life events such as divorce and bankruptcy.

This may be important in planning for the succession of the family business.


Trust Management

We have very experienced trust managers who can complete trust accounts and deal with income tax returns for the trust.


Resolving Trust Disputes

Our Contentious Probate team has a wide range of experience in dealing with trust disputes, removing trustees or defending applications to remove, calling for an account and varying the terms of a trust.


We provide a national service to private clients via our offices in London, Watford, Bristol and Birmingham. For clients based in North Bristol, we also have a dedicated office at 106 Henleaze Road.

For trust management advice from experienced solicitors, please contact Michelle Rose on 0117 314 5246. 

A very easy approach from all sides made the trust administration process clear and pleasant...

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Meet the Team

Our trust solicitors deal with all aspects of trust management and administration. A number of our team are members of the Society of Trust and Estate Practitioners and are therefore recognised as specialists in this field.

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Judith Cuxson - Partner at VWV
Partner

Lasting Powers of Attorney

Inheritance Tax Planning

Wills

Mary McCrorie - Partner at VWV
Partner

Wills and Estate Administration

Lasting Powers of Attorney

Inheritance Tax Planning

News & Events

 
Successful Event on New Models of Care and the Future of Healthcare Services
On 12 April 2018, VWV and Cushman and Wakefield explored the 'Future of Healthcare', focusing on mental health services in primary care and the benefits of intergenerational activities on health and well-being.
18 Apr 2018
VWV Helps Natural History Consortium Celebrate Milestone of Partnership
VWV has been supporting Bristol Natural History Consortium to bring their governance arrangements up to date as the Consortium celebrates 15 years of partnership, and 10 years of charitable status.
16 Apr 2018
VWV Offers Free Wills in Support of Local Hospice
We took part in The Hospice of St Francis' 'Make a Will in March' campaign, and raised over £1,700 for the charity.
9 Apr 2018