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Trust Planning & Establishment in Surbiton

Protect your assets and provide for your loved ones with our expert trust planning services. From discretionary trusts to life interest trusts, we structure solutions for your needs.

How we can help

• Consideration of asset ownership and beneficiary needs
• Control over when and how beneficiaries receive assets
• Explanation of trust tax treatment and possible charges
• Protection for vulnerable beneficiaries
• Coordination with your will and estate administration
• Flexibility in wealth distribution

Our process

1. Consultation to understand your objectives
2. Analysis of the most suitable trust structure
3. Drafting of trust documentation
4. Guidance on trustee selection and duties
5. Asset transfer into trust
6. Ongoing trust administration support

Frequently asked questions

What is a trust?

A trust is a legal arrangement where trustees manage assets for beneficiaries. Different trusts have different purposes, duties and tax treatment. A trust does not automatically provide tax savings or protection from claims.

What types of trusts are available?

Common types include discretionary trusts, life interest trusts, bare trusts, and protective trusts. The right choice depends on your circumstances.

Who can be a trustee?

Any adult of sound mind can be a trustee. Many people choose family members, friends, or professional trustees for complex estates.

Are trusts only for wealthy families?

No. Trusts are valuable for anyone wanting to protect assets, provide for children, or manage inheritance for vulnerable relatives.