Trusts

Putting you in control of your assets

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.

Options available to you

The types of trust we can assist on include:

  • Discretionary Trusts
  • Pilot Trusts
  • Life Interest Trusts
  • Personal Injury Compensation Trusts
  • Protective Trusts
  • Trusts of Property
  • Trusts of Pension or Death in Service Benefits
  • Lifetime Trusts and Trusts created by a Will

Talk to us about your circumstances and let us explain more about the options available to you.

A team you can trust

Solicitors For The Elderly Accredited (thumb)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), 020 7070 0330 (London), 0118 418 1000 (Reading), 01753 325000 (Windsor), 01256 584000 (Basingstoke), 01483 370100 (Guildford), 01494 629000 (Beaconsfield), 01235 375500 (Abingdon) or email info@kjsmith.co.uk.

We also serve a wide range of other areas including Ascot, Bracknell, Gerrards Cross, Maidenhead, Marlow, Oxford, Slough, Wokingham, and High Wycombe.

Our Office Locations

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, London, Reading (Woodley), Windsor, Basingstoke, Guildford, Beaconsfield and Abingdon. We serve a wide range of other areas including Ascot, Bracknell, Gerrards Cross, Maidenhead, Marlow, Oxford, Slough, High Wycombe and Wokingham.

Why not contact our team of divorce solicitors for a free initial consultation today? We offer a free initial consultation that can take place in any one of our offices or over the telephone.

Client Testimonials

We are proud to have represented many excellent clients. Below are some comments our clients have made about us.