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Trusts

Our Private Wealth Team has long been providing specialist advice on all matters relating to trusts.

There are various types of trusts and many different reasons for their creation. Some trusts will be created by Will; others during lifetime. The overriding aim is usually to provide for family members into the future. More specific aims might be to preserve assets for future generations, protect assets for vulnerable beneficiaries, provide for a second spouse and children of a previous marriage or pass on assets during lifetime.

Our detailed knowledge of the complex law of trusts and the ever-changing law relating to the taxation of trusts, combined with our understanding of our clients’ needs, enables us to advise on all aspects of the creation of trusts, the ongoing administration of those trusts and ultimately, once the trusts’ purposes have been served, the winding up of the trusts.

We have a large dedicated Trust Management Team which administers a significant number of trusts, considerably easing the burden for trustees by dealing with investment managers and HM Revenue & Customs and ensuring the trustees meet the considerable obligations with which they are entrusted.

Key Contacts

Latest testimonials

“Thanks very much for all the work you have done. You have made what could have been a difficult task into a smooth and easy passage. It is much appreciated."
Ms S

Latest testimonials

"Very professional, with a caring attitude and I felt at ease in the surroundings"
Mrs M

"Antonia Cooper was helpful in every way and on the ball"
Dr H

Latest testimonials

My husband and I would like to take this opportunity to thank you so much for the caring and professional way in which you dealt with this matter on our behalf. It is much appreciated."
Mr & Mrs B

"The service we received was personal, personalised and extremely (pleasantly) professional. All advice appeared relevant and was gratefully received"
Mr & Mrs G

Latest testimonials

“Antonia Cooper was excellent in every aspect. Personable, friendly and very efficient, acting promptly and appropriately. Thank you Antonia and supporting staff, you made it easier for us at a difficult time”
Mr C as executor of Mrs C

Latest testimonials

"Friendly, informative and professional"
Mrs M

Latest testimonials

"Very efficient and plain speaking, we were treated as people and not 'cheque books'. We appreciate the time taken with our work and the speed in which it was completed"
Mr D & Mrs A

"We were very pleased with the specific technical advice given on our French property, which no other solicitors we had talked to appeared to be aware of."
Mr & Mrs F - MK Accountants

“All staff were very friendly and helpful. We are elderly private clients who were relaxed by a professional who understood out complex needs and wishes and produced excellent Wills in a manner which made the business almost a pleasure.”
Mr & Mrs C - Will

Latest testimonials

"Thank you for all your help on my and my family's affairs. I greatly appreciate the interest you take and the time and trouble you put into looking after us. This is invaluable."
Mrs L

"All round just Excellent!"
Mrs S

“She's pretty much top of the tree. She's charming, engaging, and you feel total confidence in her."
Chambers & Partners 2017

 

Latest testimonials

"He acts proactively and is very bright. When speed is of the essence, he gets to the nub of the matter and does his absolute best to resolve it very quickly".
Client testimonial as featured in Chambers & Partners Legal Directory 2016

"‘Daniel Curtis 'provides leadership and clear, practical advice’, heads a team at Hewitsons that ‘inspires confidence with its expertise and depth of experience’"
Legal 500 Legal Directory  2015

Latest testimonials

"Hauke has dealt with the administration of my late mother and father's estate matters in a most professional and considerate way".
Mr G

"We found that Hauke dealt with the execution of my father's will in a kind and sensitive manner. He answered any queries quickly and efficiently. Many thanks."
 Mrs I

"Excellent service throughout the whole process. Everything was done with compassion and efficiency during the difficult process of my Mothers Estate."
Exec of Mrs B

Latest testimonials

"Courteous and efficient throughout. Clear explanation of legal rquirements"
 
Mr C

Latest testimonials

"Thank you for all your efforts over the last ten months. We’ve appreciated the fact that you’ve always kept us informed and the documentation has always been clear and concise"
Mr A & Mrs J

Latest testimonials

"The service we received was excellent and everything was explained clearly"
Miss C

Latest testimonials

"Just to say thank you for the way a delicate subject was dealt with in a very sensitive way by Kelly and other staff"
 Mrs R

"Thank you to all members of the staff who made you feel at ease and very courteous"
Mrs H

"We were very happy with the service Kelly provided us when sorting out our will - Friendly and Helpful"
Mr & Mrs W

Latest testimonials

"Congratulations and thanks for a job done so well that no words can express our deep gratitude.
Right from the outset since our initial contact until the very end, we found you all to be the most professional, highly experienced and most co-operative team anyone can dream of. Hats off to you all."
Mr D

Latest testimonials

"We have nothing but praise for the skill and care you have shown and the excellent advice you have given us."
Mrs A

Latest testimonials

“The service we received was personal, personalised and extremely (pleasantly) professional. All advice appeared relevant and was gratefully received!”
Mr & Mrs G

Latest testimonials

“First class service given by your representitive Claire Tuohy. We were so very well informed and the whole process could not have been more efficient.”
Mr & Mrs W

"Claire Tuohy was very helpful and explained things clearly. I would certainly recommend her."
Mrs N

Latest testimonials

"We were very pleased with the level of knowledge and explanations given to us. The Staff were very friendly and commodating to our needs. Thank you!"
Mr & Mrs B