Creating & Administering Trusts

We also advise both trustees and beneficiaries to stabilise trust structures in times of uncertainty or wind them down in a coordinated manner. We often act as trustees ourselves, which means that we have the practical knowledge of how to tackle major trustee concerns and identify commercial solutions to any issues that arise.

You may have concerns about the ongoing administration of a trust or need advice on tax or compliance issues, strained trustee-beneficiary relationships or an inability to carry out your wishes.

No matter your needs, we can assist. Take an objectives-driven approach, we consider tax, family dynamics, vulnerable beneficiaries and long-term planning. We’ll work with you to set up a trust structure that truly works for you and ultimately achieves what you intended in the interests of your beneficiaries. 

If you prefer a more ‘hands-off’ approach, we’re happy to assist you with the ongoing administration of a trust over many years — taking away the hassle and stress with the confidence that you have experts in control who will keep you updated at regular intervals.

We have extensive experience in advising trustees on their tax compliance obligations, including calculating payable tax, completing tax returns and working with accountants and private banks.

We take an objectives-driven approach — pulling together a coherent plan and working collaboratively with you to ensure that all solutions are both legally and practically viable.

Many of our clients are high-profile and we’re often called on to deal with matters that are subject to significant media attention and public scrutiny. We take confidentiality seriously and manage any media interest carefully to ensure the best possible outcome for you. Our warm and welcoming offices in Manchester, Liverpool, Leeds and Lancashire provide comfortable settings for sensitive discussions.

Our close relationships with wealth managers, private banks, accountants and other professionals mean that we’re always at the cutting edge of market trends and developments in trust law and legislation. We can advise you on which types of trusts and schemes are becoming more or less popular and compare trusts with Family Investment Companies (FICs) to advise on the most appropriate route to wealth protection.

We also work closely with many barristers and leading counsel who can provide support where technical issues require. We can also advise on international elements thanks to our ties with the Association of European Lawyers and Eurolegal.