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Relevant Property Trusts covers trusts that hold real property or other assets to benefit named individuals. A solicitor in this area drafts the trust deed, transfers title to trustees, and ensures the trust complies with tax rules and reporting requirements. They arrange funding, oversee ongoing administration (collecting rents, paying costs, and managing distributions), and liaise with beneficiaries, lenders, and tax authorities to protect the trust assets and achieve the settlor’s aims. The work is shaped by the terms of the trust and property law.
The adviser ensures that the trust’s property and income are managed in accordance with the deed, with attention to deadlines for distributions and potential tax consequences. They explain the implications of the trust for inheritance, capital gains, and income tax, and provide guidance on robust record-keeping and compliance, including regulatory requirements that protect beneficiaries and trustees alike.
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Tagged solicitor Rebecca Minns
I found Rebecca Minns to be very helpful and professional. She clearly explained various aspects of updating my will. Changes were made and a few weeks later I was able to go into the office to have the will signed and witnessed. I was very happy with the service I received.
Review left by Patricia Hill
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Tagged solicitor Michelle Phillips
Michelle was very easy to talk to and she understood exactly what we wanted to do. Clear straightforward easy to understand advice . We cannot fault the service we received and came away very impressed Highly recommend.
Review left by Stephanie
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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
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Tagged solicitors Amber Khinda and Ash Oberoi
Amber (& Ash) provided simple guidance on how to navigate a probate sale with our estate agents. Amber was pragmatic and responsive to queries, enabling us to have a smooth property sale.
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Tagged solicitor Nick Earp
We wanted to move quickly as we were living with family. Regular updates and efficient professional service. Completed within 8 weeks.
Review left by Wendy L
