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.
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.
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.
We’re proud to be the legal partner of choice for so many individuals and families. Here’s what our clients have to say about working with Heppenstalls.
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.
Trusts are useful for protecting assets, supporting someone who may not be able to manage finances, planning for future generations, or managing tax liabilities.
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.
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.
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.
We offer a wide range of legal services for individuals, families, and businesses. Whether you’re planning ahead, navigating a challenge, or managing property or business matters, our solicitors are here to simplify the process and support you every step of the way.
