We can help to ensure your financial affairs are managed effectively and as tax efficiently as possible. The use of Trusts can prove beneficial for a wide range of Private Clients, not simply the very wealthy as one might believe.
Our Trusts advice is unique to you, and delivered in a way that helps understand effective ways to protect your assets.
We can prepare the necessary documents required to set up a Trust from the outset or assist you in the ongoing administration of Trusts including filing Tax Returns with HM Revenue & Customs, making payments of income/capital to beneficiaries and advising Trustees as to their obligations.
So whether you have received a sum of money from a loved one’s estate or wish to protect your own assets for future generations, our team is able to advise what options are available to you.
We are able to offer a full Trusteeship service.
In the 2020 edition of The Legal 500 The Wilkes Tax & Trusts Team were described as “covering all areas of private client work, including wills, estate administration (taxable and non-taxable), inheritance tax planning, trust creation and administration.
It also regularly advises on powers of attorney, Court of Protection and community care issues. Birmingham-based Andrew Hasnip has a steady work flow of trust, complex inheritance tax planning and estate work. Ellie Holland in Solihull has extensive experience of inheritance tax issues faced by private individuals, and also assists with lifetime planning and post-death matters.”
We can help you
- Set up a Trust
- Understand your obligations as a Trustee
- Administer a Trust
- Obtain funds from a Trust as a Beneficiary
What our clients say
I have found the staff very welcoming whether it be face to face contact or over the telephone.