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Testamentary trusts cover trusts created by a person’s will that take effect after their death. A solicitor practicing in this area drafts, reviews and refines the will to set up the trust, appoints or executors and trustees, defines who benefits and how distributions are made, and sets any powers or restrictions on trustees. They also help with registering the trust for tax purposes, advise on IHT and other taxes, and handle the arrival of assets into the trust on death, liaising with executors and beneficiaries throughout the process.
A testamentary trust is created by a will and managed by trustees after death. A solicitor provides professional oversight, ensures the trust terms are clear and enforceable, coordinates the transfer of assets into the trust, addresses tax implications, and handles regulatory requirements such as safeguarding client funds and reporting to the appropriate tax authorities.
You searched for Testamentary Trusts specialists. Here are related areas of law to help you narrow down your results.
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Tagged solicitor Jenna James
Jenna was thorough helpful and kind. She took time going through all the details of the tricky parts .
Review left by Kay
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Tagged solicitor Monika Volsing
Winston Solicitors helped me.deal with my mum's estate after she passed away, including the sale of her house and the setting up of a trust for her grandkids. I found them to be helpful and professional at all times, responding quickly to emails and laying out clearly the options and next steps. Probate came through quicker than I expected, and while the sale of the house took longer (due to the buyers dragging their feet), I always felt that the team had my back. We eventually got the sale over the line, and I am very grateful to Monika, Abby, Laura, Kate, and everyone else who supported us in getting a series of difficult jobs completed. I would certainly recommend their services to others.
Review left by Rory
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Tagged solicitor Rhiannon Cape
My wife and both had wills drafted and the process was made easy by a highly professional, competent and friendly solicitor. Excellent communication throughout and very good value for money.
Review left by Keith
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Tagged solicitor Annaliese Barber
Excellent service we knew we had to do a will and LPA but didn't have a clue how to go about it our family had delt with these solicitors before so we thought we would give them a go, have to say very good choice. Our solicitor helped us and advised us every step of the way and also we received great value for money. Thanks for all your help. We would highly recommend.
Review left by Steven and Linda
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Tagged solicitor Ashley Marshall
Ashley has extensive knowledge and has dealt with many complicated issues around wills, and inheritance for me over the years. He has recently given me solid advice and updated my will trust. As usual this was done with knowledge, efficiency and politeness.
Review left by Jackie Simmons
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Tagged solicitor Fakhruddin Maimoon
Ali has been fantastic. We previously went to another company who prepared our Wills and Powers of Attorney. The documents were incorrect and the service was awful. We were recommended Slater Heelis and in particular Ali. Ali gave us detailed advice and prepared new documents. The communication was great and everything was completed quickly. Thank you, Ali.
Review left by M & L Gresty
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Tagged solicitors Shameem Mahmood and Zahur Chowdhry
We recently completed our Islamic Wills through Mr. Zahur Chowdhry at Farani Taylor Solicitors, and our experience was exceptional. Mr. Chowdhry provided us with invaluable advice, taking the time to explain every detail until we had a thorough understanding of the process. His professionalism and genuine kindness made the entire experience even more comfortable. What truly sets Mr. Zahur Chowdhry apart is his dedication to addressing our specific needs. He offered valuable insights and guidance for setting up a trust for our special needs son, ensuring that he will be well taken care of when we are no longer able to do so. This level of support and expertise was truly heartwarming. We also want to commend the entire team at Farani Taylor Solicitors, particularly Mr. Zahur Chowdhry and Shameem Mahmood, for their unwavering support and their deep knowledge of Islamic Wills. Their expertise made us feel confident throughout the process. If you are considering Islamic Wills and want a top-notch experience, we highly recommend Farani Taylor Solicitors and, in particular, Mr. Zahur Chowdhry. His professionalism and dedication to his clients make him the best option in the UK. All the best to Farani Taylor Solicitors and their team. Your exceptional service is greatly appreciated. Thank you for your outstanding assistance.
Review left by Muhammed
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Tagged solicitor Sophie Palk
I found everyone very friendly and helpful. I was made to feel very welcome. Sophie was so nice and made me feel at ease. Very pleased all round.
Review left by Myra Duncan
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Tagged solicitor Charles Smalley
A thorough and professional service. The solicitor understood exactly what was needed and prepared a clear Deed of Variation that could be acted on by the executors. It took longer than the estimated 10 days, largely due to the unavoidable delays due to the long use of the paper post system.
Review left by Linda Watson
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Tagged solicitor Kasey Cannon
This company provided a good service when dealing with my late daughter's divorce, distribution of estate and conveyancing of house sale, most respectful!
Review left by Anonymous
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Tagged solicitor Sophie Booker
Apppreciation for your patience regarding changes and for your clear advice. Efficient and very plesant to deal with. I would definitely recommend.
Review left by Monica
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Tagged solicitor Melodie Shelton-Heath
After the decision to make a will- thank goodness we went to Howells & saw Melodie. She was so lovely, efficient, professional and very mindful while dealing with a very personal delicate subject. Very happy with the easy way the wills were done & I will highly recommend this firm and the way Melodie put us at ease and answered lots of questions putting us at ease. Thank you again for a wonderful service with the added bonus of a house visit.
Review left by PT
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Tagged solicitor Andrew Milburn
Great service, the will was turned around quickly and well drafted. Andrew is clearly knowledgeable and took the time to clearly set out options around trusts etc.
Review left by Dan
