Wills, Trust & Probate

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Trusts & Trust Administration

Trusts & Trust Administration

Trusts are useful means of preserving wealth in cases where the intended beneficiary might perhaps be incapable of holding money or property themselves or where an outright gift might not be appropriate.

You need expert and proactive legal advice to create and manage the right type of Trust that ensures your wishes are met in the most tax efficient way.

How we help

Trusts and the administration of trusts is a complex area, and our experienced solicitors provide personalised legal advice and inheritance tax planning for all types of trusts, including:

• Discretionary trusts
• Life interest trusts
• Trusts for vulnerable people
• Personal Injury Trusts

Advice for Trustees

The complex area of The Trustee Act leaves many Trustees concerned about their duties and obligations under the law.

We can help guide and advise you what you can and cannot do as Trustee, including the duties and responsibilities that come with the management, administration and taxation of Trusts.

Get the practical legal advice you need to set up and administer your Trust by contacting our specialists today.
 

Martin Roberts

Martin Roberts

Chartered Legal Executive

Martin is a Fellow of the Chartered Institute of Legal Executives and a member of the Society of Trust & Estate Practitioners (STEP). He heads … show more

Contact

Tel01803 403 403
Emailmartin.roberts@boycehatton.co.uk
Fax01803 214 876
Christine Shute

Christine Shute

Solicitor

Christine is a Solicitor and Accredited member of Solicitors for the Elderly. She has over 25 years’ experience of drafting wills and trusts;… show more

Contact

Tel01803 408 579
Emailchristine.shute@boycehatton.co.uk
Fax01803 214 876
Janice Courtenay

Janice Courtenay

Probate Executive

Janice is a Graduate Member of the Chartered Institute of Legal Executives and is the most recent member to join the private client team, having pr… show more

Contact

Tel01803 408 445
Emailjanice.courtenay@boycehatton.co.uk
Fax01803 214 876