Trust Services

If you’re looking to establish a trust, our highly experienced Wills, Trusts and Tax team can advise you on a diverse range of trust arrangements.

Areas of Expertise: ‎

• For inheritance tax planning or general asset protection purposes
• To preserve assets when residential care is needed
• To protect awards of personal injury damages and prevent the loss of means-tested state benefits
• To protect the assets of disabled people

We also offer a full trust management service for family, charitable and personal injury trusts. Our specialists can deal ‎with ‎everything from annual trustee meetings, capital and income distributions and arranging ‎investment reviews, to completing inheritance tax accounts and producing annual accounts and tax returns.

Clive Pointon – Chester Office Partner & Head of Wills, Trusts & Tax Email: [email protected] Tel: 01244 405513

Lynda Richards – Shrewsbury Office Wills, Trusts & Tax Partner Email: [email protected] Tel: 01743 294122

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