Trusts, Tax & Estate Planning

Trusts are an established and flexible mechanism for holding cash or other assets. They may be created either during an individual’s lifetime or under their Will. Trusts transfer the ownership of assets to a group of people (the Trustees) who manage them, perhaps for the benefit of others.

As a result of their flexibility, trusts can provide:

  • Asset protection;
  • Ease succession on death;
  • Tax planning; and
  • Protection for vulnerable adults or children.

As well as advising on the creation of new trusts, our Directors act as Trustees and Harland & Co can administer trusts for other trustees. This includes:

  • Managing the trust assets;
  • Advising trustees on their duties and responsibilities;
  • Liaising with beneficiaries regarding their entitlements; and
  • Preparing annual trust accounts and tax returns.
  • Liaise with other professionals involved with a trust, such as investment managers, brokers, land agents and accountants.

There are many different types of trust, each with very specific purposes and benefits, such as: Succession Planning; Estate and Tax Planning; By-Pass Trusts and Personal Injury Trusts.  To find out which type of trust will be best for you and your family, contact our experienced team for clear advice and guidance.

Our Trusts, Tax & Estate Planning Team

Stephen Morgan

Director

Stephen is a director who joined Harland & Co in 2002. He was previously a partner and head of Private Client in a practice based in Solihull in the West Midlands specialising in estate planning and estate administration for high net worth individuals and prior to that was an associate with both a Legal 500 firm and a niche elderly client law practice. He is a Registered Trust and Estate practitioner and a member of both Solicitors for the Elderly (SFE) and the Law Society’s Private Client Section More about Stephen Morgan
Dorothy Appleby
Dorothy's experience covers the areas of Wills, Living Wills, Administration of Estates, Trusts, Powers of Attorney and Court of Protection. More about Dorothy Appleby