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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 Harleen Hanson
The solicitor & her secretary were always willing to answer any queries and explain the process in easy to understand language. Pleasant friendly manner by all the staff. Would not hesitate to recommend
Review left by Carol Smith
92%
Value for money
95%
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95%
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95%+
Value for money
95%+
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Tagged solicitor Maia Creed
Maia met with me for the initial meeting for a will and a trust that I needed to set up. Lovely friendly meeting that was also professional, informative and helped me with all my options so I could make the right decisions for my family.
Review left by Karen
95%+
Value for money
95%+
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95%+
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Tagged solicitor Rowena Foat
Rowena was absolutely lovely, she was very considerate and understanding of my situation. Rowena asked me some questions and listened carefully to what I was saying, and therefore worded the Will in a way that said what I wanted it too. Thank you so much Rowena for being there for me.
Review left by Anonymous
95%
Value for money
95%+
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95%+
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Tagged solicitor Tom Johnson
We have just obtained Grant of Probate and Tom Johnson dealt with our case. Tom was extremely approachable, professional and kept us updated every step of the way. I would recommend Tom to anyone. I would happily use Tom again. (Review submitted November 2021.)
Review left by Sarah
