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Trusts, Tax & Planning
We have a dedicated team of trust and tax lawyers who are top ranked in Chambers & Partners for trust, tax and wealth preservation matters, amongst others. We regularly advise our clients and other professionals on appropriate trust law and the related tax implications. We take great care to advise on the appropriate trust for you – for example whether a discretionary trust or interest in possession; whether a lifetime trust or a Will trust; as well as on a whole range of other types of trust such as a bare trust, charitable trust, disabled trust or personal injury trust. We will also discuss with you issues such as the trustees who might be appointed and the powers that they might have within the specific trust.
Trusts are hugely flexible and can be used to achieve various different outcomes, including:
- as part of an exercise in providing for succession to your estate, often tax-efficiently
- to protect and make provision for disabled and vulnerable children and individuals
- to address complex family relationships
- to protect farming and/or business assets
- to provide for grandchildren and the next generation.
Richard Pollock, partner, has been recommended in leading legal directory Chambers and Partners, and also in their High Net Worth guide.
Our trust specialists include members of the Society of Trust and Estate Practitioners (STEP), membership of which requires in-depth knowledge and expertise in this area.
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I am very glad you were instructed!
As this now finalises this rather complex matter I just wanted to thank you and your colleagues for all your patience and professionalism throughout.
Bernadette - You were extremely helpful and you are the perfect person to help guide my mum with her will going forward.
Thank you so much for meeting with my mum at such short notice and putting her mind at ease.
I am grateful for the delicate way in which you treated my Mother when my Father sadly passed away.
Your help has lifted a great weight from our shoulders.
I cannot thank you enough for your kindness, consideration and the way you carried out my wishes.
My family has been a client of Coodes for three generations and I will definitely not hesitate to contact you for any future legal help I might require.
Bernadette dealt with my father and his will with dignity, not the easiest person to deal with in the circumstances.
Bernadette dealt with my father’s estate for my sisters and I with total professionalism, she is a credit to your team.
You are the best solicitor we have ever dealt with.
Thanks for all you have done for my parents.
Your kindness and the time you have taken have been very much appreciated.
Thank you so much for your care, attention and sensitivity in dealing with this very difficult situation, you have made it so much easier for me.
Without your help and support I do not know how I would have resolved our situation with my auntie. Thank you so much.
Thank you for all your help and professionalism.
It was lovely to get a documents written in everyday English, thank you.
Thank you for your efficiency, kindness and consideration.
Sarah thank you for all the help you gave when my brother died we do appreciate all you did for us and will certainly return to you if we need you in the future.
It is so good to have had your help and advice over the years.
Thank you so much for the most clear guidance and advice.
Many thanks again for your help which is much appreciated. I will continue to use your good services in the future as the need arises.
Thank you for your quick response with producing my Will.
We would both like to thank you for the very kind, efficient and patient way in which you have helped us to sort out our Wills.
Delighted with the staff, service and outcome!
Such great people to deal with from the receptionist, admin staff and Solicitor, brilliant!
The solicitors were so professional. Such good advice given and care to my 90-year-old mother.
We have every good reason to be grateful for Jonathan’s professionalism; foresight; sound judgement; patience (in large amounts); and unfailing good humour.
Your help has been invaluable.
Sincere thanks for your hard work, professionalism and good advice in handling the estate and before that, my mother’s affairs more generally. Like my sister and I, she always appreciated your good humour and common sense.
I would like to thank you all for your help over the past year … your efforts and regular communication have been of the highest standards.