Protecting your interests with a trust.
Our experts will help you set up a trust to provide for your loved ones, protect your assets or reduce inheritance tax liability after your death.
I want to make sure my wishes are respected.
We’ll help you safeguard what’s important.
Trusts have been used for many years and have many practical uses and benefits. They can help you to provide for a vulnerable person, or assist with estate planning. Used correctly they can also reduce an inheritance tax liability or ensure that assets are passed on to the next generation.
The right support for you.
There are many types of trust, with different trusts being appropriate for different situations. For example, a trust can help you protect a compensation award or protect your share of the family home after your death, if your spouse should remarry. Trusts can also be used to ensure that any death benefit is protected from future inheritance tax charges, while at the same time allowing your spouse to benefit from the money received.
You can create a trust during your lifetime whereby you can be the trustee, therefore retaining control of the assets, or a trust can be created on death, where you name in advance your trustees.
With years' experience of creating and administering trusts our specialist Wills, Probate & Lifetime Planning Team can advise you as to the most appropriate type of trust for your individual needs. We can give you practical advice as to the role of a trustee and we can advise you as to the tax consequences of each type of trust.
Our specialist Wills, Probate & Lifetime Planning Team have a vast range of experience in trusts – with many being members of the Society of Trust and Estate Practitioners (STEP). We understand that everyone is different too, so we’ll advise you on the most appropriate trust for your personal needs, in line with the latest trust and tax legislation.
We’ll advise you on:
Probate – what it is and how long it can take
Power of Attorney – applications and costs
The Office of the Public Guardian
Court of Protection
International probate law
Grant of probate
Executor of will
Working With Our Service Team
We understand that planning for the future and protecting your loved ones, is one of the most important things we will prepare for. Our trusted and compassionate team are able to advise and put into place all of the foundations for you and your family, keeping you updated at all times.
- Kim Carr
If you have an enquiry in relation to Wills, Trusts and Probate or simply want to speak to a member of our expert team, please get in touch.
A Trust is a legal mechanism whereby assets are managed by Trustees for the benefit of beneficiaries. There are many reasons why people choose to have Trusts:
- To control and protect family assets
- When someone’s too young to handle their affairs
- When someone cannot handle their affairs because they’re incapacitated
- To pass on assets while you’re still alive
- To pass on assets when you die (a ‘will trust’)
- Under the rules of inheritance if someone dies without a will (in England & Wales)
Life can be unpredictable at the best of times and so there is never a better time to get your affairs in order than now. If you have an asset in which you would like to protect in the event of your death / loss of mental capacity then you should protect this as soon as possible.
Yes, you have the option to appoint yourself or someone else as your Trustee, the decision is completely up to you. We would always recommend you speak with a legal advisor before committing to a Trust.
Make an Enquiry
Meet Your Lawyers
We were really pleased with Mr Fuller who dealt with our wills and Power of Attorney. He explained everything to us clearly and in detail, and was very helpful. He answered our questions and helped us to understand the full implications of both. We are very satisfied with the results from our meeting with Mr Fuller.
The thought of making a will filled me with apprehension but after our first meeting with Christina Polychronakis all fears were dispelled. Christina was excellent. She explained everything very clearly. The process was done exactly as we wanted. I would defiantly recommend Christina and FBC Manby Bowdler.
Excellent service. From the initial contact it was a pleasure to have Victoria dealing with this. Her patience and understanding installed a confidence in me that the right person was dealing with this matter. I would be very happy for Victoria to deal with any future requirements I may have.
Michelle Monnes-Thomas was an excellent ambassador for your company. She was very helpful in preparing my father’s new will, providing advice where requested and keeping us involved at all stages of the process.