Trust Services

Plantagenet Partners LLP

For some people, it is a question of understanding their options for the establishment of a new trust, and choosing the right structure to achieve a particular tax, family or charitable objective, such as funding the education of grandchildren or protecting a vulnerable beneficiary.

For others, it is a case of understanding their rights as beneficiaries, or their responsibilities as trustees, under an existing trust, perhaps one created many years ago. It is a particular problem that the original settlor, and the professional advisers involved when a trust was first created, are often no longer around to be consulted.

We can assist with advice on trust law and taxation and with the routine administration of trusts, including dealing with changes of trustee, arranging trustee meetings, filing the correct tax declarations and ensuring that the decisions made by the trustees are properly documented and implemented. We can also draft trusts to be included in your Wills for the protection of family assets.

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