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Trusts

We can advise you on all aspects of setting up trusts and administer them in accordance with your wishes. A trust is a legal arrangement where one or more persons, called trustees, look after and deal with assets for the beneficiaries. We can act as professional trustees of your trust to ensure that your wishes are carried out. We can also advise trustees about their powers and duties including the Trustee Act 2000.

Our team is also able to provide advice on:

  • Tax planning - advice on how to avoid, postpone and/or reduce it
  • UK and offshore tax advice
  • Inheritance
  • Income and capital gains tax advice
  • Inheritance tax returns
Fact Sheets

Trust Management Services

The managing of trusts can often be complex and time consuming. Our specialist trusts team can advise you on all aspects of setting up trusts and administer them on your behalf. Read more

Brachers Trust Corporation

Brachers Trust Corporation Limited is an efficient and cost effective way of having a professional trustee of your family trusts. Our fact sheet explains more... Read more

 

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Meet the Team

Wendy Buchan | Associate

T: 01622 776401 | Email Wendy

Christopher Eriksson-Lee | Partner

T: 01622 776465 | Email Christopher

Kim Harrington | Paralegal

T: 01622 776444 | Email Kim

Simon Palmer | Consultant

T: 01622 776415 | Email Simon

Justine Sloover | Associate

T: 01622 776436 | Email Justine

 

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Recent Experience, Expertise & Articles
29/11/16

Holistic financial planning approach

Brachers Wealth Management recently advised Margaret on her inheritance of a large capital sum from her late father’s estate. Read more

20/09/16

Family Matters Issue 3

The latest edition of our private client newsletter. Read more

16/08/16

Trusts – Not just for the wealthy

A recent report has shown that half of the £4.7 billion Inheritance Tax (IHT) paid in the UK during 2015/16 was paid by families living in the South East and London. Many people are unaware that trusts can be an effective vehicle for reducing the amount of IHT payable and for asset protection though the generations. The Private Client team at Brachers consider them to be an important part of tax planning for our clients. Read more

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