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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 Sarah Babajee
The help and advice I received from Sarah was exceptional, concise and efficient. I am more than happy to have used Sarah to sort out probate and my will. I will use her again.
Review left by Jenny
91%
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90%
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90%
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94%
Value for money
95%
Success rate
94%
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Tagged solicitor Julie Ann Ashley
Have recently used Gardner Champion solicitors for Probate services. Gardner Champion provided a thoroughly professional service, were very approachable and professional in all aspects. Would use again and highly recommend.
Review left by Stephen
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Value for money
95%+
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95%+
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Tagged solicitor Liam Bawden
Liam acted in a professional and efficient manner dealing with this for me resulting in a successful result. Thank you for your excellent service and support during this difficult time.
Review left by Anonymous
95%+
Value for money
95%+
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Tagged solicitor Michael Horne
Spoke with Michael Horne today about a complex situation relating to Will & Probate. Michael was extremely helpful and clear in communicating solutions to my situation. Would definitely recommend.
Review left by Jonathon Mills
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Value for money
95%+
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95%+
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Tagged solicitor Chris Strogen
Regarding the work of Chris Strogen of Evolve Family Law. Mr Strogen has for several months worked for us on such procedures as a family inheritance, our wills and attorney powers. We have found him to be reliable and trustworthy. Communication has been maintained effectively and promptly. Appointments have always been kept. His advice on complex matters has been clear and thorough. He has a friendly affable manner and had a caring helpful attitude towards us as clients. We have confidence in his abilities and can recommend him without hesitation.
Review left by Lesley
95%+
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Tagged solicitor Vicky Hosking
We came to see Vicky to have our wills drawn up. She was very approachable and able to answer our questions and the process was completed efficiently.
Review left by Caroline
95%
Value for money
95%
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Tagged solicitor Corrina Sewell-Hill
Corrina at Kingsfords Solicitors Limited made our making of new wills both easy and gave us confidence that everything was correct and was as we required. The service was professional but in a friendly way which gave us confidence that everything was as we wanted.
Review left by Roy
