Trusts can be an effective way to protect family wealth, provide for future generations and manage assets in a tax-efficient manner. Whether you are considering setting up a trust, acting as a trustee or are a beneficiary seeking advice, our experienced trust solicitors can help.
At Gepp Solicitors, we have been advising families, trustees and beneficiaries on trusts for generations. We provide practical, tailored advice on the creation, administration and management of trusts, helping clients safeguard assets and plan for the future with confidence.
Our trust solicitors work closely with individuals, families and professional advisers to ensure trusts are structured and managed effectively, while complying with all legal and tax requirements.
A trust can be used for a variety of purposes, including:
• Protecting family wealth for future generations
• Providing for children, grandchildren or vulnerable beneficiaries
• Managing assets on behalf of others
• Supporting inheritance tax and estate planning
• Protecting assets in specific circumstances
• Ensuring funds are used in accordance with your wishes
Every family’s circumstances are different, and we can advise on the most appropriate trust structure to meet your objectives.
Our experienced trust solicitors and tax advisers can assist with:
• Setting up and drafting all types of trusts
• Preparing trust documentation
• Day-to-day trust administration
• Advice for trustees on their legal duties and responsibilities
• Advice for beneficiaries on their rights and interests
• Trust taxation and reporting requirements
• Winding up trusts and advising on tax implications
• Resolving trust disputes
We are committed to providing the highest level of client service and regularly deliver Wills and Trust seminars for MENCAP. We also work closely with Independent Financial Advisers (IFAs) and other professionals to provide a joined-up approach to estate planning and wealth protection.
Whether you need expert advice on setting up a trust, assistance with trust administration or support resolving a trust dispute, our trust solicitors are here to help.
Contact our team to discuss your requirements.
Call: 01245 228125 or email: privateclientenq@gepp.co.uk or request a call back.
Fixed fee trust services
We can offer fixed fees for some work relating to trusts, such as the drafting of trust documents.
Hourly rates for trust advice
For more complex trust matters, we will charge according to an agreed hourly rate based on the level of expertise required. We will always give a realistic indication of the likely costs involved at the outset.
With decades of collective experience dealing with both simple and complex trusts, our trust lawyers and tax advisors can provide seasoned expertise to match your exact requirements.
The team is led by Marc Dorsett. Marc is a qualified Chartered Tax Adviser, offering expert tax guidance. Our team also includes Raine Cozens, Julie Flight, Alexandra Frumosu and Sarah Field. All are supported by a team with extensive combined trust experience.
“We offer our thanks and appreciation to your team for the skill, diligence and effort you have given to resolving the trusts, and the kindness and patience you have shown to us and our parents. As a family we would happily recommend Gepps” Mrs T, client”
If you want to find out more about the services we can offer you, please feel free to get in touch.