We provide advice on whether or not a Trust is right for you while looking at your entire personal, professional and financial situation. A Trust is not for everyone so it is important that we understand what it is you are trying to achieve and why. We can then draft a Trust deed that is right for you and provide you the necessary advice, or services, to administer your Trust going forwards.

If a Trust has already been settled, we provide advice to Trustees on their obligations, the exercise of their powers and provision of information to beneficiaries. We provide advice to Trustees on what clauses could (or should) be varied to best achieve the Settlors’ (the people that establish the Trust) wishes, or to bring the original Trust deed into line with the Trusts Act 2019. As times have changed and laws have evolved, it is important that Trustees and beneficiaries are armed with the skills and knowledge to ensure the Trust is still achieving the Settlors’ original goals.

We can provide guidance and advice to both Trustees and beneficiaries if a Trust does not provide for a situation, if it has previously been administered incorrectly, or assist if Trustees need to make an application to seek guidance from the High Court.