Trusts
Trusts have been an important tool in tax and estate planning for many hundreds of years.
A trust established during a person’s lifetime or by his or her Will can have many benefits in addition to tax planning. Depending on the type of trust that is used, these benefits range from flexibility (some trusts allow the trustees to chose who should receive funds from the trust) to the protection of incapacitated or vulnerable individuals.
Our specialist trusts team can provide a full range of services relating to trusts. As well as advising on the creation of trusts, we can deal with the restructuring of existing trusts and advise trustees and beneficiaries.
We also deal with the ongoing administration of many trusts ourselves, acting as the central point of contact between trustees and other professionals such as accountants and investment managers. Our Financial Services Department can also provide financial advice to trustees.
If you would like advice regarding Trust or any related issues, please contact Claudia Riordan whose contact details are given below.
Contact Us
For further information please e-mail
private.client@chattertons.com or if you would like to arrange an appointment
to see one of our Wills & Probate specialists, please contact a member of the
Team either by email or telephone from the details given below.
Contact Details
Private Client Team