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Trusts perform a variety of useful functions, from saving on inheritance tax to protecting and preserving your assets.

With one of the strongest Wills, Trusts and Tax teams in Cheshire, Shropshire and North Wales, our expert team based across Chester and Shrewsbury offers a full trust administration service for both new and existing trusts.

We can also assist on matters such as annual trustee meetings, capital and income distributions, arranging investment reviews and annual account and tax return production. Whatever your situation, we always act with your best interests at heart, providing trust administration services tailored to your needs.

Contact us today to discuss your matter.

Making the most of your assets

As trusts are governed by their own taxation regime, including inheritance tax, they offer an ideal way to ensure your money is used in the most efficient way. The funds can be used to help you in later life, or be passed on to family members after your death.

Areas of Expertise:

  • Minimising inheritance tax payable
  • Preserving assets for when residential care is required
  • Preventing the loss of means-tested benefits
  • Protecting any personal injury damages awarded
  • Protecting assets for family members after a divorce
  • Safeguarding the assets of disabled individuals

Whatever your situation, we can advise you on the best strategy going forward and help you implement your strategy to ensure your beneficiaries receive the maximum benefit from your trust. We can help you set up a new trust and select your trustees, or review your existing trusts to uncover ways of maximising your beneficiaries’ gain from them.

Key Contacts

Clive Pointon

Clive Pointon

Partner | Head of Wills, Trusts & Tax | Deputy MLRO | Notary Public

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Lynda Richards

Lynda Richards

Wills, Trusts & Tax Partner

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