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Trusts

Trusts

About

Our Private Wealth Team has long been providing specialist advice on all matters relating to trusts.

There are various types of trusts and many different reasons for their creation. Some trusts will be created by Will; others during lifetime. The overriding aim is usually to provide for family members into the future. More specific aims might be to preserve assets for future generations, protect assets for vulnerable beneficiaries, provide for a second spouse and children of a previous marriage or pass on assets during lifetime.

Our detailed knowledge of the complex law of trusts and the ever-changing law relating to the taxation of trusts, combined with our understanding of our clients’ needs, enables us to advise on all aspects of the creation of trusts, the ongoing administration of those trusts and ultimately, once the trusts’ purposes have been served, the winding up of the trusts.

We have a large dedicated Trust Management Team which administers a significant number of trusts, considerably easing the burden for trustees by dealing with investment managers and HM Revenue & Customs and ensuring the trustees meet the considerable obligations with which they are entrusted.

Key Contacts

Bernadette O'Reilly - Partner

Bernadette O'Reilly

Partner

+44 (0)1223 532763

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Clare Colacicchi - Partner

Clare Colacicchi

Partner

+44 (0)1604 463317

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Daniel Curtis - Partner

Daniel Curtis

Partner

+44 (0)1223 461155

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Elizabeth Davies - Partner

Elizabeth Davies

Partner

+44 (0)1223 532715

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Meet the team

Latest testimonials

"Charles Hewitson is involved at all levels on a personal and business level. He is an excellent leader and ambassador for the firm."
Client quote to Legal 500

Latest testimonials

"Denise Wilkinson exhibits great knowledge and attention to detail."
Client quote to Legal 500

Latest testimonials

"Susanne Hinde is particularly good and ensures a clear and rapid response of all of the team members."
Client quote to Legal 500

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