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This work covers the creation and ongoing administration of lifetime trusts and the trusts that arise when someone dies, including handling the transfer of assets into a trust, drafting the trust deed, managing trustees, and administering the estate or trust in line with the terms set out by the settlor or the will. A solicitor in this area drafts and reviews trust documents, advises on tax and funding of the trust, liaises with executors and beneficiaries, and, on death, oversees probate matters and the distribution of assets according to the trust or will. The work is shaped by the terms of the trust or will, UK tax rules, and the responsibilities of trustees and executors.
The solicitor ensures that the trust is valid and properly funded, that trustees understand and follow the trust terms, and that distributions and reporting are carried out in accordance with applicable law and the trust document. They provide guidance on tax issues (including inheritance tax and ongoing income tax), safeguard the interests of beneficiaries, maintain proper accounts, and handle any disputes or changes in trusteeship, all within regulatory and fiduciary standards designed to protect the client’s position and the integrity of the trust.
You searched for Advising on the Creation and Administration of Lifetime Trusts and Those Arising on Death specialists. Here are related areas of law to help you narrow down your results.
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Tagged solicitor Charley West
Ms West helped us deal with a complex Trust matter. She advised us, one step at a time, and everything was sorted out efficiently and professionally. Thank you
Review left by Lis P
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Tagged solicitor Emily Spencer
We used Winstons to sort out our late fathers life interest trust. Emily was brilliant...very efficient, organised and knowledgeable. It was a complicated issue to us but Emily dealt with it quickly and efficiently...taking away the stress for us.
Review left by Mary
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Tagged solicitor Rhiannon Cape
My wife and both had wills drafted and the process was made easy by a highly professional, competent and friendly solicitor. Excellent communication throughout and very good value for money.
Review left by Keith
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Tagged solicitor Annaliese Barber
Excellent service we knew we had to do a will and LPA but didn't have a clue how to go about it our family had delt with these solicitors before so we thought we would give them a go, have to say very good choice. Our solicitor helped us and advised us every step of the way and also we received great value for money. Thanks for all your help. We would highly recommend.
Review left by Steven and Linda
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Tagged solicitor Ashley Marshall
We were recommended to Forbes by our financial advisor and very quickly we had an initial appointment. From the start Ashley Marshall our solicitor was professional and friendly and put us at ease. We had gone to change our will which was over 20 years old and to make arrangements for power of attorney both financially and medical. We also had what we thought was a complicated issue over trusts but following advice from Ashley it became very clear what we needed. Subsequent documentation was produced very quickly and a further meeting arranged to sign off on all the relevant documentation. We are very happy with the service we received and have already recommended the company to friends and suggested that they update their future plans.
Review left by Joyce
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Tagged solicitor Fakhruddin Maimoon
Ali has been fantastic. We previously went to another company who prepared our Wills and Powers of Attorney. The documents were incorrect and the service was awful. We were recommended Slater Heelis and in particular Ali. Ali gave us detailed advice and prepared new documents. The communication was great and everything was completed quickly. Thank you, Ali.
Review left by M & L Gresty
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Tagged solicitor Claire Ellis
Whilst at this time obtaining probate is a long and stressful process. I am pleased to say that the Poole Alcock team were very efficient and helpful and provided me regular updates of the progress of my application and I received the certificate with in their estimated time scale. I would highly recommend them.
Review left by Pauline
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Tagged solicitor Jasmin Marshall
We have recently used the Mapperley branch to sort out Grant of Probate and will also be using them for conveyancing. Jasmin Marshall who dealt with the probate was very professional but lovely at the same time. She put us at ease at what was a difficult time for us, and made the whole process much less painful. From start to finish it only took 3 weeks for probate to be granted and during that time we were kept fully informed. I can’t thank Jasmin and the team enough for what they did.
Review left by Phillipa
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Tagged solicitor Melodie Shelton-Heath
After the decision to make a will- thank goodness we went to Howells & saw Melodie. She was so lovely, efficient, professional and very mindful while dealing with a very personal delicate subject. Very happy with the easy way the wills were done & I will highly recommend this firm and the way Melodie put us at ease and answered lots of questions putting us at ease. Thank you again for a wonderful service with the added bonus of a house visit.
Review left by PT
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Tagged solicitor Andrew Milburn
From the initial discussion about the case, Andrew Milburn was first class. Very professional, courteous and easy to talk to. I am very happy to recommend Levi Solicitors to family and friends. Thank you.
Review left by Marcia
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Tagged solicitor Jade Hunt
I am very pleased I instructed Jade to prepare my Will. She carefully advised me throughout the process and was particularly helpful with the Trust fund I now have in place. Jade contacted me during a difficult time and made the process much easier by explaining everything to me in layman’s terms. Would recommend the service to everyone needing to have a Will prepared.
Review left by Felicity Routs
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Tagged solicitors Alketa Kola and Umar Khan FCCA
From first contact right through to conclusion I was kept fully informed about what stage of process we were in. I am highly impressed with the level of professionalism and would recommend this firm to friends and family, Umar Khan and Alketa Kola at Farani Taylor.
Review left by Anwar Hussain
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Tagged solicitor Gráinne Staunton
I went to the company for advice on the legal aspects of setting up Trust for a relative as part of an estate. The advice and clear instructions enable the process to be begun without any delay
Review left by Carol
