Securing your future.

Trusts


The key principles of “protect, manage and pass on” can be put in place at any scale, from high exposure farming and property ventures, through to families and businesses.

Our specialist Trust team takes pride in offering cutting edge advice that provides a junction between succession planning, relationship property, business and asset protection interests. Our holistic approach means we are able to offer an end to end service, beginning with initial advice and structuring, annual meetings to review your personal circumstances and administration and compliance of the trust.

As trusts adapt overtime, we assist with variation and winding up of trusts as well as gifting and the transfer of assets.

Our team can provide advice for Settlors and Trustees to ensure the best outcome for beneficiaries.

Trusts are flexible entities commonly used to:

  • protect assets from creditors

  • protect the interests of blended families or children with special needs

  • ensure the inter-generation transfer of assets without the risk of delays or challenges from other family members

  • protect assets from future spouses or partners following a relationship breakdown