Trusts are a way of managing wealth. Money, investments, land or property. For you or anyone else who you would like to benefit.
A trust can be created for several reasons; some are basic in their format whilst others can be created to provide for more complex situations.
You can create a Trust to take effect in life or you can provide for one to be created on your death within your Will.
Our Trust solicitors can help you protect and manage your assets for the future. We can help you to set up a trust to:
- Pass on your assets to your family members
- Provide for vulnerable loved ones
- Provide for children and partners from different relationships
- Reduce inheritance tax payments
- Protect assets
Whatever your need, we work closely with you, understanding your needs and providing a tailored legal solution.
Our team have many years of experience in helping clients and their families navigate the legal process during some of life’s most challenging and difficult times. Our Private Client Director, Kirsty Strong, heads the team of 5 solicitors and 2 trainee solicitors and has been working in this area since 2009, handling some difficult and complex matters in that time. Our Managing Director, Amanda Woods works alongside the team and has more than 20 years of experience working with the elderly and vulnerable client.
Our solicitors have experience in all aspects of private client law, and we dedicate ourselves to ensuring our knowledge stays up to date, in order to give you the best service possible. They have between 1 and 10 years of experience in the area. We make sure that junior solicitors and members of staff are supported and supervised appropriately so that the quality of advice is not affected, regardless of who is working on your case.
We also employ a team of around 5 legal assistants into the dept. who do much of the day to day work on cases. Although they are not legally qualified, they have between 2 and 30 years’ experience, have received extensive training within our firm and work under the direct supervision of a solicitor with at least 5 years post qualification experience.
We have a proven track record in achieving an effective and caring service throughout our departments. You can find out more about our price information on our website.
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What is a Trust Deed?
The Trust Deed will identify the trust property and the beneficiaries. The Trust Deed will also appoint the persons responsible for managing and distributing the trust property, these people are known as the Trustees. You may wish the Trust to provide for just one beneficiary or you can choose to provide for a class of beneficiary, for example ‘all my sisters and brothers’.
Within the Trust you can set out how you would like your Trustees distribute the trust property, alternatively you can give your Trustees a discretion (a choice) as to how the trust property should be distributed between the beneficiaries, this type of Trust is known as a Discretionary Trust.
- The Family Home
- Life Assurance
- Life Settlements
- Protecting assets for the disabled and vulnerable
- Care Home fees
- Mitigating Inheritance Tax
Trusts and Long-Term Care Costs
Trusts for the Disabled and Vulnerable
The Roles and Duties of a Trustee
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“I would like to start by saying I cannot recommend this company enough. I recently had to get an urgent Power of Attorney for my Father as he was taken into hospital with Covid-19. This was an extremely stressful and worrying time for my family and I, which without a doubt would have been more difficult without the help of Frodshams. Kirsty dealt with everything from start to finish with complete professionalism and empathy. She understood the urgency of the situation and went above and beyond her duty of care as a solicitor to ensure everything was in place. My family and I are extremely grateful and will certainly be using Frodshams again in the future.”