Trusts
Whether you need advice on trusts, tax, accounting or trust administration, our experienced team can offer a range of services, specifically tailored to meet your needs and give you the peace of mind that your assets are handled in the best way for you.
From trust planning to trust formation, we take account of both the legal and tax issues. Once created, we take the strain and stress out of running your trust, regularly dealing with areas such as lifetime trusts and Will trusts, charitable trusts, and trusts of death benefits from occupational pension schemes.
We will work with you and your preferred investment adviser to offer a comprehensive trustee service that covers all of your legal and tax issues, including the provision of individual professional solicitor-trustees.
Our Trusts services include:
- Trust planning
- Trust creation
- UK or off-shore advice
- Sale or purchase of trust assets
- Supervision of income from trust assets
- Preparation of trust accounts
- Preparation and submission of trustee tax returns
- Contentious trust and probate issues
Phil Reed
Partner0845 450 5558
Contact
This Cornwall firm has one of the best and most comprehensive private client offerings in the county. It also has a strong presence in the Devon market, with an office in Exeter. The team has a deserved reputation for tax, trusts and will planning, for contentious probates and also for matters brought before the Court of Protection.
Client Service "One is struck by the friendly and accessible culture that they all exemplify."
Independent legal guide
Chambers and Partners 2011
Testimonials
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