There are a number of reasons why you might wish to set up a Trust. You might want to provide for your children, grandchildren and other relatives, while retaining control over the money or assets in question.
You may want to use a Trust for Inheritance Tax planning. You might want to shield assets or wealth from exposure to care costs, or as a way of providing for someone.
We can assist you with the creation and running of a number of different types of Trust, whether simple or complex, short or long term, including registering the Trust with HM Revenue & Customs and dealing with the ongoing administration of a Trust. These ongoing tasks may include Annual Trust Accounts, Annual Trust Tax Returns, Drafting Trustee minutes, resolutions and appointments (distributions from the trust) and winding up a Trust when it comes to an end.
The types of trust we can assist on include:
Talk to us about your circumstances and let us explain more about the options available to you.
At K J Smith Solicitors, our Estate Planning & Wealth Management team are members of the Society of Trust and Estate Practitioners (STEP), an internationally recognised organisation whose members consist of accountants and lawyers and who are specially qualified to advise on and assist with Estate Planning & Wealth Management matters.
We offer a free initial 15 minute telephone appointment to give you the opportunity to speak to us, before deciding if you wish to proceed in instructing us to act on your behalf.
Please contact K J Smith Solicitors on 01491 630000 (Henley on Thames), 0118 418 1000 (Reading Head Office), 0118 418 1200 (Reading Central), 01256 584000 (Basingstoke), 01483 370100 (Guildford), 01494 629000 (Beaconsfield), 01235 375500 (Abingdon), 01344 513000 (Ascot) 01865 703 000 (Oxford) or email firstname.lastname@example.org.
We also serve a wide range of other areas including Bracknell, Gerrards Cross, Maidenhead, Marlow, Oxford, Slough, Wokingham, and High Wycombe.
All our offices are easily accessible by road, rail or bus and we are open Monday to Friday from 8:30am to 6:00pm. With today's busy schedules, we offer telephone appointments outside normal office hours until 9pm on Thursdays and between 10am and 3pm on Saturdays.
Not sure which office is closest to you? Try our Office Finder.
If you would like to visit our team of family solicitors, we have offices in Henley-on-Thames, Woodley, Reading (Head Office), Reading (Central), Basingstoke, Guildford, Beaconsfield, Oxford, Abingdon and Ascot. We serve a wide range of other areas including Bracknell, Gerrards Cross, Maidenhead, Marlow, Oxford, Slough, High Wycombe and Wokingham.