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:
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.
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 Managing Partner and Head of Private Client Lisa Carter, who has extensive experience dealing with a wide range of complex trusts and related issues. Lisa is also a Chartered Tax Adviser, along with Marc Dorsett, so they can provide expert advice on all tax issues relating to trusts.
Our team includes Danny Carter, Raine Cozens, Julie Flight and Alexandra Frumosu, who are all full members of the Society of Trust and Estate Practitioners (STEP), reflecting the high level of our expertise in this complex area.
“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.
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