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Trusts and Advice

Stay in control. Build a lasting legacy. Let’s talk about Trusts.

Setting up a trust can help protect your assets, manage inheritance, and ensure your wishes are carried out for future generations. Whether you’re looking to protect your family’s wealth or plan for the care of vulnerable beneficiaries, our team provides expert, personalised trust advice to efficiently secure your legacy.

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Safeguard Your Future with a Trust

A trust is a powerful tool to protect your assets and ensure your estate is managed according to your wishes. Our expert team at Heppenstalls specialises in creating and managing a variety of trusts, including discretionary, lifetime, and charitable trusts, to help safeguard family wealth, minimise inheritance tax, and provide for vulnerable beneficiaries.

We take a personalised approach, getting to know your family’s unique dynamics, goals, and concerns. Our clear, jargon-free advice ensures you feel confident and secure in your decisions. Trusts may seem complex, but with our expertise, you can rest assured your estate planning is in capable hands.

Arrange a consultation with our team today.
Consult our Mediation Experts

How can we help?

Our experts can give you Trust advice on a range of topics from setting up a new trust to winding up an old trust and everything in between. If you are confused or need help with trust documentation, then we can assist.

Rights & Duties

We can guide you on trustee responsibilities and beneficiary rights.

Tax & Trusts

let our experts help you navigate trust tax rules and compliance.

Changes to Trusts

We can provide ad hoc assistance with changes and documenting them.

Start to finish

Whether you’re setting up a new trust or winding one up, we’re here to help.

Let’s discuss what’s right for you – contact us today

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Trusted Experts in Trust Advice

If you think that a trust could benefit your loved ones or your chosen beneficiaries, then come and see us and our experts can provide some clarity on the next steps.140+ years of combined experience—there’s not much we haven’t handled.
Get trusted, expert advice – arrange a consultation

140+ years of combined experience

there’s not much we haven’t handled.

Regulated and Accredited

we’re the experts so you don’t have to be.

Clear, jargon-free advice

we speak your language, not legalese.

Upfront on costs

no hidden fees, just honest guidance from day one.

Choose Heppenstalls

Meet Our Mediation Team

Stephen Pittaway

Stephen Pittaway – Head of Mediation

Stephen Pittaway is the Head of Mediation at Heppenstalls Solicitors. With over 23 years of experience providing legal and commercial advice across a wide range of industries, Stephen is a highly skilled Commercial, Civil & Family Mediator.

He obtained a first-class honours degree in law from the College of Law and trained as a Barrister in Holborn, London. Over the years, he has undertaken various Alternative Dispute Resolution (ADR) roles, helping individuals and businesses resolve conflicts efficiently and amicably.

Stephen is known for his ability to identify the key issues at the heart of a dispute, creating a calm and focused environment where parties can work toward mutually acceptable solutions. Whether in-person or via teleconferencing, his mediation approach is structured, impartial, and designed to achieve fair resolutions without the need for costly litigation.

If you need expert guidance to resolve a dispute, contact Stephen and the Heppenstalls Mediation team today.

What Our Client Says

Excellent Notary
We have used Alex Jennings for multiple notary services and she is always, quick, efficient, informative and competitively priced. Highly recommend.
Anonymous
April 11, 2025
Very helpful and reliable
After a recommendation from a friend, I contacted Mrs Alex Jennings, Notary and Solicitor, of Heppenstalls. Over the last two years, I have required both services, and the help and advice I have been given on those occasions have been excellent. I was quite nervous initially, because I was unsure of the kind of help I actually needed, but Mrs Jennings was wonderful. She was very calm and put my mind at ease, and should the need arise, I would be more than happy to ask her again.
Gisela G
August 9, 2025
Would highly recommend Heppenstalls and in particular Nathan, who dealt with my recent house purchase. Nathan was professional, efficient and responsive to my queries.
Peter Sageman
July 10, 2025
We can’t recommend Olivia highly enough!
We recently used Olivia’s services for both the sale and purchase of our homes, and she was nothing short of exceptional. Her communication was consistently prompt and clear, whether by phone or email, we always felt informed and supported. Our transaction involved a relatively small but complex chain, and a great deal of responsibility fell to Olivia. She handled everything with professionalism, efficiency, and a genuinely friendly manner that made a stressful process feel far more manageable. We’re incredibly grateful to have had Olivia guiding us through it all. She truly took so much of the stress out of the experience, and we wouldn’t hesitate to work with her again in the future.
Ashleigh
July 10, 2025
Thank you, Olivia, for guiding us through our first sale so smoothly!
Thank you, Olivia, for guiding us through our first sale so smoothly! We couldn’t recommend Olivia highly enough. As first-time sellers, we were quite anxious about the process, especially given the complexities of our sale — a Help to Buy, share of freehold property with a challenging management pack and detailed leasehold information. Olivia’s knowledge and expertise really shone through. She handled the nuances of the transaction brilliantly and was able to negotiate some complicated and sensitive conversations on our behalf with ease. What really stood out was her excellent communication throughout. She kept us updated every step of the way and was always happy to explain things clearly, no matter how small the question. She really put us at ease and made what could have been a stressful process so much more manageable. Thank you, Olivia, for guiding us through our first sale so smoothly and quickly. We would (and already have) recommend you without hesitation!
Nadine
July 10, 2025
Exceptionally Good Service
From the first phone call with Roz we were confident that we were speaking with someone with broad knowledge and experience of Deputyship. Until the need to apply for Deputyship we knew nothing about it. Throughout the application for a Court Order Roz was supportive and professional at the same time as being a friendly contact.
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Accredited By Excellence

Our commitment to quality and professionalism has earned us prestigious accreditation.
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Heppenstalls staff can help as we understand how dementia can effect families and we can help with advice on how to care for the future.
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The Law Society’s Conveyancing Quality Scheme (CQS) provides a recognised quality standard for residential conveyancing practices.
STEP (Society of Trust & Estate Practitioners) is a worldwide professional association for those advising families across generations.
The decisions and plans you make now will have a huge impact on your later life. Getting them right is essential.
See our accreditations

Frequently Asked Questions

What is a Trust?

A Trust is a legal arrangement that allows someone (the Trustee) to manage assets on
behalf of others (the beneficiaries). Trusts can be used during your lifetime or written
into your Will.

Why might I need a Trust?
Trusts are useful for protecting assets, supporting someone who may not be able to manage finances, planning for future generations, or managing tax liabilities.
Are there different types of Trusts?
Yes, including Discretionary Trusts, Life Interest Trusts, and Bare Trusts. Each serves a different purpose, and we’ll help you decide which type is right for your needs.
What are a Trustee’s responsibilities?
Trustees have a legal duty to manage the Trust properly, act in the best interests of the beneficiaries, and keep accurate records. We offer guidance and ongoing support for Trustees.
Do trusts help with inheritance tax planning?
Yes, certain types of trusts can be an effective way to reduce inheritance tax liabilities. Our team will provide expert guidance on the best options for minimising tax and protecting your estate.

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