Describe the legal issue you need help with. We’ll ask a few basic questions to show you relevant law firms who can provide expert advice.
Question 1/5
(Optional)
Reviewing your answers
Your legal matter has been updated and more tailored law firms are now showing.
You're viewing your current answers. Editing them will update the questions and results shown below.
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.
92%
Value for money
93%
Success rate
93%
Would recommend
We have found a review that matches your query
Tagged solicitor Michelle Phillips
Having Dealt with KLR Solicitors at Sidcup Kent found that the whole experiance from start to finish Just Excellent so I'm 100% satisfied.
Review left by Victor Cassar
95%+
Value for money
95%+
Success rate
95%+
Would recommend
We have found a review that matches your query
Tagged solicitor Ruth Pannell
I met Ruth many years ago at a networking event and knew then that I would use her services as she was so friendly and supportive. Ruth did my will and both power of attorney. I had a few meetings to discuss my needs and explained how the process works extremely well. I highly recommend using Ruth . Thank you
Review left by Sarah
95%+
Value for money
95%+
Success rate
95%+
Would recommend
We have found a review that matches your query
Tagged solicitor Victoria Cross
On the three occasions we have needed help and advice your solicitor Victoria Cross was excellent in helping us navigate what could have been very difficult time for us. We will never forget her kindness and understanding along with her secretary Lois who has always been extremely helpful. Thank you to them both.
Review left by Anonymous
95%+
Value for money
95%+
Success rate
95%+
Would recommend
We have found a review that matches your query
Tagged solicitor Stephen Attree
We recently engaged with Stephen and Ella at MLP to help us structure our business succession planning. They made it all very clear and simple, and listened to what we wanted/needed and made useful suggestions. We would highly recommend!
Review left by Clearway Financial Solutions
95%
Value for money
95%+
Success rate
95%+
Would recommend
We have found a review that matches your query
Tagged solicitor Jay Marsh
Jay Marsh-Gasson assisted me in making changes to my existing Will. Jay's professional behaviour, knowledge, and open and warm demeanour was very welcome. I really appreciated the time I was given to consider relevant details during both appointments. Jay was also great at keeping in touch and responding to emails promptly. He was courteous throughout. I was also greeted by a friendly receptionist on my arrival. Although the offices in Salisbury could do with a bit of tlc, the service offered was second to none. I felt listened to and cared about, which was more important to me. Richard Griffiths & co. helped me with my previous Will and I happily recommend them, and Jay particularly, without any hesitation.
Review left by PF
95%+
Value for money
95%+
Success rate
95%+
Would recommend
We have found a review that matches your query
Tagged solicitor Bethany Chambers
Just so easy and relaxing appointment and professional manor at all times.. really made me feel I have picked the right solicitors for my matter.
Review left by Ian Loftus
