For young or vulnerable beneficiaries they offer a vehicle in which funds can be invested and managed for their benefit without them having access to capital which they may not be ready or able to manage.

They can also offer some protection in matrimonial breakdown situations and so can be helpful for anybody who is looking to finically assist, but also needs certain assurances about how the assets may also be protected in the event of a relationship breakdown.

We can also help clients to navigate other possible options such as outright gifts or the establishment of a family investment company.

We have a dedicated trust administration team who deal with all the compliance issues including arranging and running annual trustee meetings, preparing minutes and accounts. As well as file tax returns.

We have partners and associates who frequently establish these vehicles, whether in lifetime or under Wills. We can deal with it from start to finish, including all tax advice, or can work with other professionals as necessary, providing only the legal advice.