Trusts

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 rich as one might believe.

Our Trusts advice is unique to you and delivered in a way that helps you get to grips with the mechanisms involved in protecting 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.


We can help you:-

  • Set up a Trust
  • Understand my obligations as a Trustee
  • Administer a Trust
  • Obtain funds from a Trust as a Beneficiary

Contacts:

Andrew Hasnip (Birmingham Office)

E-mail: ahasnip@wilkes.co.uk
Phone: +44 121 233 4333
Fax: +44 121 233 4546

Eleanor Holland (Solihull Office)

E-mail: eholland@wilkes.co.uk
Phone: +44 121 733 8000
Fax: +44 121 233 4546

What our clients say

I have found the staff very welcoming whether it be face to face contact or over the telephone.