- Trust Creation & Administration Services
We have the necessary specialist knowledge to help you exploit the opportunities awaiting you from trusts.We can assist you to :
- Understand the pros and cons of setting up a particular trust form to achieve your underlying objectives (including the various tax implications involved).
- Set up the most appropriate form of trust for your particular circumstances in your Will or during your lifetime – including life policy and death in service trusts for inheritance tax mitigation purposes, business asset trusts for succession and inheritance tax planning purposes, personal injury trusts for means tested benefit protection purposes and asset protection trusts to safeguard family assets from future care fees.
- Identify the need to restructure existing trusts to meet family objectives and maximise tax efficiency.
- Restructure the trustee composition to ensure the continuing smooth running of a trust.
- Administer existing trusts to ensure that the trust managers comply with the legal duties imposed upon them in this role.
- Advise about the continuing need for a trust.
- Close down an existing trust in a tax efficient manner and in accordance with the necessary legal requirements placed on the trustees.
- Trust Creation & Administration Team
Robert Brindley | Partner- Based at Chafes Wilmslow office
- Over 12 years experience
- Head of TTE Department
- Member of STEP
- Plain English
- Expertise includes high net worth clients and dealing with their wills, tax planning, trusts, estate administration and financial management via powers of attorney or court of protection deputy management.
Lindsay Firth | Solicitor- Based at Chafes Alderley Edge office
- Over 8 years experience
- Specialities include will preparation, estate administration, powers of attorney, court of protection work and elderly client services
- A particular interest in issues surrounding mental capacity
Linda Salah | Solicitor- Based at Chafes New Mills office
- Over 13 years experience
- Considerable experience in residential property work
- Specialises in tax, trusts and estate work with additional expertise in elderly client matters
Rick Bunch | Solicitor- Based at Chafes Alderley Edge office
- Over 8 years experience
- Member of STEP
- Specialities are capital tax planning, advice for high net worth individuals using will trusts, lifetime trusts and other tax efficient arrangements
- Court of Protection work
Leah Strange | Trainee Solicitor- Based at Chafes Wilmslow office
- Currently studying for a training contract
- Will qualify in 2012
- Specialises in wills preparation, powers of attorney and estate administration
- Student member of STEP
- Member of Manchester Trainee Solicitors Group
- Tax, Trusts & Estates Literature
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Trust Creation & Administration
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