A trust can be a tax-efficient way to protect your family’s wealth provided it’s well managed. Whether you’re a trustee or a beneficiary, we’ll help make sure your trust protects your family.

At Gepp Solicitors, we’ve been helping families set up and administer trusts for generations. Our experienced trust solicitors and tax advisers can help with matters including:

Setting up all types of trusts
Managing your trust day to day
Preparing trust documents
Finalising your trust and advising on any tax implications
Advice for trust beneficiaries on to include advising you on your rights, your tax position and the duty of the trustees to look after your interests
Resolving trust disputes

We’re deeply committed to providing the best possible service, and we’re proud to provide regular Wills & Trust seminars for MENCAP. We work closely with other professionals, including Independent Financial Advisers (IFAs) to help provide a holistic service covering all of your financial planning needs.

Whether you simply need expert advice or ‘hands on’ support with any aspect of creating, managing or dealing with an issue regarding a trust, please talk to us.

Contact us

Call: 01245 228125 or email: privateclientenq@gepp.co.uk or request a call back.

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How can we help ?

Areas of expertise

Find out how our trust advisors in Essex can help you

For swift, expert advice on all aspects of trusts and trust law, please contact your local Gepp Solicitors office in Chelmsford.

Have a quick question or want to request a call back? Use our simple online enquiry form.

Our trust law expertise

Setting up trusts

There are a variety of reasons for creating a trust, including:

Protecting your property and assets from tax and care home fees
Passing on your wealth to future generations in a tax-efficient manner
Providing for disabled relatives and vulnerable children
Allowing you to gift assets to your children, while protecting your family’s wealth from divorce or bankruptcy

Whatever your goals, our specialist trust solicitors and tax advisors can advise on creating a wide range of trust structures to match your needs, including bare trusts, interest in possession trusts, and discretionary trusts.

Advice for trustees

Acting as a trustee carries significant responsibility with clearly defined duties. Our team can advise you on every aspect of your role, including:

Understanding your duties as set out in the trust documents
Effective management of money and/or assets held in trust
Ensuring you are always acting in the beneficiary’s best interests
Dealing with tax issues, including payment of Income Tax, Inheritance Tax, and Capital Gains Tax, where appropriate
Reporting to HMRC
Dealing with trust disputes

Advice for beneficiaries of trusts

Trust disputes

Specialist solicitors for the elderly

We offer specialist legal advice for the elderly and families living with dementia.

As one of the most established and experienced elderly care solicitors in the region, we understand how difficult it can be to come to terms with the diagnosis of dementia and other mental health conditions.

Our highly qualified solicitors work with clients facing life-changing diagnoses, helping to develop positive legal solutions for the future.

For more information, visit our dementia information page, where you can find access to resources and more information about what our team can do to help you plan for the future.

Our trust advice fees

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.

Why choose Gepp Solicitors for trust advice?

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 Helen Firth, Victoria Bibby, Raine Cozens, Julie Flight, Alexandra Frumosu and Sarah Field. All are supported by a team with extensive combined trust experience.

Your trusts team

Alexandra Frumosu

Private Client Executive

Trusts