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TRUSTS

Trust Support You Can Rely On

Trusts can arise in a number of circumstances, for example as part of tax planning during your lifetime or under the terms of a Will.

Trust law is complicated and the personal responsibilities on Trustees are incredibly important. If you are or may be acting as a Trustee then you have control of money or property for and on behalf of someone else.

 

There are a number of types of Trusts each with their own set of rules.

 

As a Trustee you are obliged to understand your role and responsibilities and to act in a certain manner throughout the lifetime of the Trust.

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Our work for you includes:

We offer a comprehensive service to Trustees which includes

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  • Advice relating to your role and responsibilities in general, both before and after your appointment as Trustee

  • Advice about specific decisions you are faced with, for example investments or distributions

  • Advice about the tax position of the Trust​

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  • Retirement and replacement of Trustees

  • Drafting paperwork for distributions to beneficiaries

  • Preparation of annual Trust Accounts

  • Preparation of annual Trust Tax Returns

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We also act for beneficiaries of Trusts offering advice on what they are entitled to, when and what to do if they disagree with a Trustees behaviour.

 

Our initial appointment with you is free and our costs will be fixed where this is possible.

Get started today

Contact us to schedule a consultation with one of our friendly and knowledgeable solicitors.
We are here to guide you through every step of the process, making it as straightforward and stress-free as possible.
Norwich Cathedral

Personalised
service in

Norfolk & Suffolk

# BroadstoneLegal

Norwich Cathedral, Norfolk

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