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
Lynda Richards – Shrewsbury Office
Wills, Trusts & Tax Senior Associate
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