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Trust Management - VWV Law Firm

Trust Management

Trust Management 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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Michelle Rose - Contentious Probate Specialist in Bristol - VWV Law Firm
Partner

Inheritance, Will & Trust Disputes

Judith Cuxson - Partner & Private Client Solicitor in London - VWV Law Firm
Partner

Wills and Trusts

Estate Administration

Inheritance Tax Planning

Lasting Powers of Attorney

Mary McCrorie - Private Client Partner in Bristol - VWV Law Firm
Partner

Wills and Trusts

Estate Administration

Inheritance Tax Planning

Lasting Powers of Attorney

 

News & Events

 
VWV's Private Client Offering Expands in Birmingham
VWV's national Private Client team is growing its office in Birmingham having been joined by Peter Heath and Jayne Udall of Inheritance Matters.
1 Aug 2019
How Do GPs Adapt to PCN Changes - Feedback from the Bristol Conference
The importance of continuing to adapt in times of constant change from technological, political to patient demand and planning for the future is ever more imperative.
25 Jul 2019
Five VWV Partners Recognised as Leading High Net Worth Lawyers
Our Private Client team has been recognised as a leading firm in the South West for Private Wealth, alongside mentions for five lawyers in London, Bristol and Birmingham.
15 Jul 2019