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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 Rafia Faruk
Rafia has always been very helpful and explained any queries clearly,especially with regards to husband and my wills. My husband has since passed away, and she gave me the same excellent service when it was necessary to amend my will.
Review left by Anonymous
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Tagged solicitor Lisa May
The team at EJ Moyle were brilliant at sorting my parents’ estate. They were friendly, efficient and extremely helpful and professional. I would highly recommend them to anyone who needs their services.
Review left by Diana Cannon
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Tagged solicitor Michael Feakes and Head of Commercial
Thank you so much for your time on the phone today. I waffled on far too long before getting to my question, and you were very patient with me which I very much appreciated.
Review left by Anonymous
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Tagged solicitor Tom Bridge
We would like to thank Mr Bridge for his assistance with our Lasting Powers of Attorney and for helping navigate some tricky paperwork. Nothing was too much trouble.
Review left by Mr and Mrs
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Tagged solicitors Alex Gibbons and KIP
On both appointments we were made welcome and at ease. During those appointments we were treated in a friendly manner and developed a confidence in the procedures. Explanations were not requested as there were no complications and all topics clear. Any we were not sure about before the appointment were cleared up without our having us to speak of them. Friendly and to the point at all times. we went in unsure of the procedures but came out confident that all was well.
Review left by JOSEPH
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Tagged solicitor Anna Tagg-Van Lany
On both occasions to our home to review our Wills, we found the representatives of BRGP to be most helpful to talk to, also explaining anything we didn't understand. Very pleasant and easy manner to put you at ease.
Review left by Jean Eldridge
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Tagged solicitor Iwona Durlak
Bardzo dziekuje wszystkim czlonkom zespolu za profesjonalna, mila i uczciwa pomoc. jestem zadowlona i polecam wszystkim!
Review left by Edyta
