There is no “one size fits all” when it comes to trusts, and it is essential that you seek expert advice before deciding whether a trust is right for you.

Trusts are mainly used as a protective structure through which to pass family wealth down through the generations. They enable young or vulnerable family members to benefit from gifts of assets while the donor or another trusted person retains control and responsibility for managing the assets, thereby minimising the risk of family wealth dissipating through mismanagement, divorce or other circumstances.

Trusts can also be effective in tax planning, whether on death through a Will or during lifetime.

At Gordons we have significant expertise and experience in all aspects of trusts, from creation to distribution, and including acting as trustees. We also have a specialist Contentious Trust and Probate team dealing with disputes in relation to trusts and estates. To discuss your options, or just to learn more about trusts and whether they might be suitable for you, please get in touch. We are happy to give initial advice over the telephone (0113 227 0298) or by email, free of charge.




The Residence Nil Rate Band – traps and pitfalls

The Residence Nil Rate Band (“RNRB”) is now with us. See Greg Dixon’s article “The residence ...

Read More >

Landmark Judgment in Daughter’s Claim for Financial Provision

You may or may not be familiar with the case of Ilott v Mitson [2017] UKSC 17. It concerns a clai ...

Read More >

Buying a Property in Joint Names – Do I Need a Declaration of Trust?

A Declaration of Trust is a legally binding written agreement which sets out the beneficial ownershi ...

Read More >
Further News

What we've done
well See All

17 (thumbnail) 17 (thumbnail) Divorce-Case2 (thumbnail) Widows-Claim2 (thumbnail) 12 (thumbnail) pound arrow (thumbail)

Key ContactsSee All

Greg Dixon