Trusts

At Parker Bullen LLP our Private Client team has extensive knowledge and experience in advising on trust matters. This includes significant long established charitable, or family trusts and smaller or more recent trusts for specific purposes.

Trusts can be a very useful tool in Inheritance Tax (IHT) planning and protecting personal and family assets. They can also be used as a vehicle for charitable giving, for protecting against care fees or for protecting your Personal Injury (PI) award.

Our team is made up of experts qualified in both legal and tax matters and several members are also members of the Society of Trust and Estate Practitioners (STEP). We are able to offer a full service and advise on all legal and tax matters relating to your proposed or existing trust.

The full range of trust services our experts can offer are as follows:

• Establishing trusts in your lifetime or by your Will
• Trusts for tax planning purposes or for wealth preservation
• Advising on trusts to hold agricultural or business interests
• Charitable trusts (see our Charities section for more information)
• Personal Injury (PI) trusts for management of compensation and preservation of means tested benefits
• Dealing with all compliance requirements and ongoing administration
• All aspects relating to trust taxation (see our Tax Advice and Tax Planning section for further information)
• Merging, splitting or reorganising trusts
• Life insurance trusts