Background

Trusts & Tax Planning

Our Trusts and tax planning service can help you maximise your wealth and leave as much as possible for your loved ones after you pass away, while satisfying all legal and tax requirements.

Trusts are a great way to control how your wealth is passed onto your loved ones and to protect the financial interests of children and vulnerable family members. They can also deliver very significant inheritance tax savings. However, while trusts can protect wealth from inheritance tax, they can still have other tax implications for the beneficiaries, including capital gains tax and income tax, so it is important that you take expert advice. At Coodes, our experienced team of trust and tax-planning solicitors will ensure that you pass on your wealth in the most tax-efficient way.

Our trust and tax-planning services

Our dedicated team is top ranked in Chambers & Partners for trust, tax and wealth-preservation matters and we regularly advise clients and other professionals on appropriate trust law and the related tax implications. Our Trust specialists include members of STEP a global professional body of internationally recognised experts in their field with proven qualification and experience in assisting families planning their assets across generations, Fellows of the Agricultural Law Association as well as The Law Society Private Client Section.

We take great care to advise on the appropriate type of trust for you and your family, including – for example:

  • Discretionary trusts
  • Interests in possession
  • Lifetime trusts
  • Will trusts
  • Bare trusts
  • Charitable trusts
  • Disabled trusts
  • Personal injury trusts

We will also advise on issues such as who to appoint as the trustees and the powers that they might have within the specific trust.

Our team can provide advice on trusts and tax planning as a standalone service or as part of our fully integrated lifetime planning service, which also covers will writing, lasting powers of attorney, later-life care planning and more.

Rural and agricultural trusts and tax planning

Our dedicated Rural team specialises in advising agricultural and rural families and landowners on estate-planning matters, including setting up trusts and tax planning. Several of our team are members of the Agricultural Law Association, an organisation of professionals that specialise in advising rural individuals, families and businesses.

To arrange an initial discussion with one of our trusts and tax-planning lawyers, call us on 0800 328 3282 or fill in enquiry form.

Team

Sarah Cornish

Head of Private Client

Richard Pollock

Head of Court of Protection

Alan Gates

Associate

News & Events

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Key contact

Sarah Cornish

Head of Private Client

Get in touch

Call us on 0800 328 3282, or complete the form below and we’ll get back to you as soon as possible.

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