Call us free on

It is a widely held, but misconceived belief that trusts are exclusively for the wealthy who use them to avoid paying tax. Whilst this may be true in some cases, trusts are very useful vehicles for all sorts of people for all sorts of different purposes.

Trusts can be an important part of your tax or succession planning strategy.

You may wish to set up a trust during your lifetime, or by your will, for any number of reasons (not all of them to do with tax!) and we have considerable legal expertise in this area.

We can advise and assist you with the creation of a trust specifically designed for your personal circumstances and needs.

Types of trust include:-

  • Interest in Possession trusts – used to provide an interest in the income to one person whilst protecting the capital for a different set of beneficiaries
  • Trusts for vulnerable children or adults – used to obtain special tax treatment and protect the capital for the vulnerable person
  • Asset protection trusts
  • Charitable trusts
  • Care fee planning trusts
  • Bespoke trusts for the protection and succession of businesses and their assets
  • Pension death benefit trusts (Spousal Bypass Trusts)
  • Trusts to protect parents’ contributions towards the purchase by a child of his/her home (an increasingly common scenario nowadays)

We can advise and assist you with the general administration of a trust, including advising upon the interpretation of the terms of a trust, advising you regarding your duties as a trustee, and on the inheritance tax, income tax and capital gains tax regimes which apply to trusts, which are very different from those which apply to individuals, and where there are many traps for the unwary which we can help you avoid.

Contact our Trusts Solicitors Wokingham, Berkshire & Across Thames Valley Today

Our solicitors at Clifton Ingram can advise you on all aspects of Creation and Administration of Trusts. We are a proactive and down-to-earth team of highly experienced solicitors; bringing a high quality and professional service to your local area. We regularly advise clients in Wokingham and Reading and across all of Berkshire and the surrounding areas including Bracknell, Theale, Henley, Ascot, Crowthorne, Maidenhead, Theale, Camberley, Farnborough and Windsor. Speak to one of our team today to see how we can help on 0118 978 0099. Our solicitors will move fast to find a solution personal to you.

Peter McGeown

Peter McGeown

Partner, Head of Tax Planning, Wills & Probate

Contact Peter
Stephanie Rose

Stephanie Rose

Partner, Tax Planning, Wills & Probate

Contact Stephanie

Get in touch

Please let us know your name.
Please let us know your email address.
Please enter a valid telephone number
Office Location Preference Invalid Input
Please let us know your message.
Please confirm if you wish to receive legal updates and event invitations.
Stay connected with Clifton Ingram Solicitors
I would like to occasionally receive free legal updates and event invitations.
View our Privacy Policy here

Absolutely exemplary service – so professional and helpful. Would unhesitatingly recommend you to anyone – thank you.

All testimonials