Clear advice on the right trust, the right trustees, and the right documentation.
A trust is a legal arrangement where assets are held by trustees for the benefit of someone else. Trusts can be useful where you want greater control over how assets are managed, who benefits, and when.
Trust planning is not one size fits all. The right solution depends on your family circumstances, the assets involved, and what you are trying to achieve. Our solicitors advise individuals and families across Staffordshire and the West Midlands on suitable trust options and prepare the documentation correctly, with clear, practical guidance throughout.
We will explain options clearly and recommend the right approach for your circumstances.
Protecting assets for children and future generations
Providing for a partner while protecting assets for children
Managing assets for vulnerable beneficiaries
Reducing the risk of family disputes
Control over when beneficiaries receive assets
Holding property or investments in a trust
Choosing trustees and setting clear powers and duties
Reviewing existing trusts and trustee responsibilities
Trust registration and ongoing compliance guidance where needed
A trust may be worth considering if you want to protect assets for children, provide for a partner while safeguarding what ultimately passes to your family, or plan for more complex circumstances such as second marriages and blended families. Trusts can also be appropriate where a beneficiary may need support managing money, or where you want control over when assets are accessed.
There are different types of trust and each has different legal and tax implications. The right option depends on your aims and your wider estate planning. We will explain the choices in plain English and recommend a suitable approach, including how trustees should act, what powers they should have, and what practical steps are required to put the trust in place.
Our Wills, Trusts and Probate team supports clients across Staffordshire and the West Midlands, including Cannock, Lichfield, Dudley and Sutton Coldfield.
Trusts can add protection and control, when the circumstances call for it.
Set rules for how assets are managed and when beneficiaries can benefit.
Hold assets safely for younger beneficiaries or for future generations.
Create a structure to protect someone who may need help managing finances.
Provide for a partner while protecting what should pass to children later.
Clear structures and documentation can reduce ambiguity and conflict.
Align trusts with your will, LPAs, and wider estate planning.
A short conversation is often enough to clarify options and confirm the best next step.
A trust is a legal arrangement where trustees hold assets for the benefit of someone else. The trust sets out who can benefit, when, and on what terms.
There are several types, including discretionary trusts and life interest trusts. The right choice depends on your aims and the legal and tax implications in your circumstances.
Trustees should be people you trust to act responsibly and in the beneficiaries’ best interests. Some people appoint family members, others prefer a professional trustee in more complex situations.
Trust planning must be approached carefully. There is no guaranteed solution, and the right advice depends on timing and circumstances. We can explain the principles and advise on appropriate, legitimate options.
They can. Trust taxation depends on the trust type and the assets involved. We will explain the practical implications and, where appropriate, liaise with your accountant or financial adviser.
Some trusts must be registered, and trustees may have ongoing responsibilities. We can advise what applies and guide you through the steps.
Our Wills, Trusts & Probate team helps you plan for the future and deal with loss with clarity and care. From writing your Will and setting up trusts to administering estates and arranging Lasting Powers of Attorney, they provide calm, straightforward guidance focused on protecting you, your wishes and the people who matter most.