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.
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:
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:
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 us for an initial chat, at no obligation, or fill out our enquiry form and a solicitor will get in touch.
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.
We’re open and here to help you. We’re running as normal with our employees all working from home.
You can call us as normal on 0800 013 1165 or email us: firstname.lastname@example.org.
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.