Trusts are used to help you plan for the future - for example, passing your wealth on to children or grandchildren, paying for school fees or a care home, or as part of your tax planning.

Letty Glaister, Royston

Setting up a trust

Setting up a trust

Our trusts specialists, including lawyers and tax accountants, can help you use and manage trusts effectively and stay the right side of the regulations. At the outset, we'll help you decide what type of trust is right for you. We have particular expertise in the creation of:

Our trust service

We know that trusts can be difficult and daunting. So our job is to make the process as simple for you as possible. Our services cover:

  • setting up a trust to do exactly what you need it to do
  • taking care of the trustees, setting up their appointment and making sure they get clear, tailored advice on how to fulfil their duties under the trust, for example, staying on top of a shifting legal and taxation landscape.
  • acting as professional trustees
  • managing the tax liability efficiently
  • tax submissions are completed on time and accurately
  • tax efficient ways of making trust distributions 
  • day-to-day administration
  • managing trustees
  • winding-up a trust. 

Tees also offers independent financial advice and our wealth management colleagues can offer you a seamless service with investment advice, to ensure all your trust affairs are managed efficiently.

Call our specialist Trusts solicitors  on 0800 0131165

Call us for an initial chat, at no obligation, or fill out our enquiry form and a solicitor will get in touch.

Enquiry form

Trusts FAQs

What is a legal trust?

A trust is a legal device used as a way of planning for the future and providing protection. You can use a trust to pass your wealth on to your children or grandchildren, to pay for school fees or a care home, or as part of your tax planning. 

Learn more

We understand your situation and our expert team are here to help

Get in touch to speak with someone who can help you move forward.

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Tees coronavirus update

We’re open and here to help you. We’re running as normal with our employees all working from home.

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You can call us as normal on 0800 013 1165 or email us:

You can also find contact details for all our advisers here. 

As a flexible and technologically-adept firm, we already had many home-working systems in place. We have now rolled this technology out to all our employees working for clients, so they can continue to work normally - and from home.

If you are a client, please be assured you can get in touch with Tees and we are still working on your case. To replace face-to-face meetings, we have the facilities to do video-conferencing, conference calls or just speak on the phone, as you need.

Due to the circumstances, please call us if you would have wanted a home visit, and we can organise the best and safest way of being in touch.

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