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.
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.
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 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.
This may be important in planning for the succession of the family business.
We have very experienced trust managers who can complete trust accounts and deal with income tax returns for the trust.
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.
The team is thoroughly professional in what it does and benefits from having a friendly and human side.