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Trusts

Our specialist Trust lawyers are highly experienced and are on hand to advise you on protecting and managing your assets now and in the future. We will help guide you through all the necessary steps, so your interests are protected.

Trusts are a way of managing wealth including money, investments, land, or property for you, your family, or anyone else who you would like to benefit including causes that you support.

When you place certain assets in a trust, they are then under the control of an appointed person(s) called ‘trustees’. The trustees are then in charge of managing the trust according to your instructions, even after your death.

Setting up a trust can be a flexible and tax-efficient way to plan for the future, provide for your loved ones, and protect vulnerable beneficiaries.

Our experienced team can support you with setting up and managing trusts, ensuring that you are able to take advantage of all the potential benefits

We can help you set up a trust to:

  • Securely pass on assets to the next generation
  • Fund education for your children and grandchildren
  • Provide for vulnerable loved ones
  • Provide for children and partners from different relationships
  • Manage personal injury compensation
  • Reduce inheritance tax payments
  • Protect assets from creditors or divorcing partners
  • Allowing you to provide gifts while retaining control of the assets
  • Protection from residential care home fees
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As long as you choose your trustees carefully and are confident in the Trustees you appoint, setting up a Trust fund offers many opportunities.

Types of Trusts

Trusts are often extraordinarily complex and need specialist tax knowledge. Our expert team of Will and Trusts Solicitors will use their expertise to make sure your finances are safeguarded for you and your family.

There are many types of Trust fund designed for specific situations, however, common types are:

  • A Discretionary Trust – protects family wealth for future generations while also providing for family members
  • A Personal Injury Trust that will preserve any compensation received and still enable you to receive benefits
  • Declaration of Trust (Deed of Trust) – to regulate ownership of a house
  • Property Trust Will – to protect the value of your home
  • Trust for a Disabled Child – that will carry on throughout their life
  • Will Trust – appointing your Trustees to look after your estate until your children are old enough to inherit

There's no better time than now

People rely on us, and we pride ourselves on our client-centered advocacy and representation.

Are your existing Trusts still relevant to their original intentions?

Many trusts were set up a long time ago and so, therefore, may no longer fulfill their original objectives

  • Do you have a trust in place but have not reviewed it since the changes to the inheritance tax regime?
  • Are you a trustee requiring advice on your duties and responsibilities?
  • Are you a beneficiary of a trust and need advice as regards your position?
  • In recent years new legislation and regulations have reduced the effectiveness and benefit of trusts, however, we can make sure they are still fit for purpose by advising on the best structures for your specific needs.

Why Choose Us?

Our solicitors are experts in trusts and inheritance tax planning and so are ideally positioned to help you put in place future plans. We have helped many individuals and business owners across the country through the sensitive process of setting up a trust for you and the future of your loved ones.

How to Get in Contact

Please call us on 01234 350 244 or email us at info@dvsolicitors.com for further information and advice about our services. We will happily provide you with a free initial discussion about your individual circumstances.
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