Trusts

Documenting decisions and exercising trustee powers in accordance with the trust and fiduciary duties.

Selecting and creating an appropriate structure for family, succession, tax or asset-protection objectives.

Helping trustees establish an investment policy, work with advisers and monitor performance.

Supporting trustees with decisions, distributions, records, accounts and ongoing governance.

Managing registration and compliance with UK and international disclosure regimes.

Advising trustees and beneficiaries when administration, entitlement or conduct is contested.

Advising on income tax, Capital Gains Tax, Inheritance Tax and reporting obligations.

Updating arrangements where circumstances, beneficiaries or tax rules have changed.

Planning and implementing the orderly distribution of assets and closure of the structure.

Our Partners take the time to understand what matters to each client and remain closely involved as work progresses. Their experience brings perspective, sound judgment and a clear sense of what may be needed next as we grow together. This continuity creates trusted relationships, keeps advice grounded in the wider context and gives clients direct access to the people responsible for guiding their most important decisions.

A relationship with us can develop as your ambitions, circumstances and priorities change, grow and evolve over the years. We bring together the right combination of legal and professional expertise from across the business, without losing the relationships and understanding already established. From our full spectrum of services for individuals and businesses alike through to our specialist services in chartered town planning, patent and trademark attorneys, tax, competition and regulatory with sector specialists across the board, you can draw on the broadest of capability while continuing to work with advisers who know what matters to you.

We believe clients shouldn't have to choose between accessibility and expertise. Our advisers are based in the communities where you live and work, providing the personal relationships and local understanding that come from being close at hand. Backed by a connected national business, you also get access to a wide range of specialist expertise.