Help with Trusts

LegalRoad specialist Tax Planning and Trusts team comprising of consultant solicitors and lawyers advise on all aspects of trust and personal tax law with substantial domestic and offshore experience.

Our team can advise you on the following –

Tax planning

  • Inheritance, income and Capital Gains Tax advice
  • Inheritance tax returns
  • Tax planning – advice on how to avoid, postpone and/or reduce tax
  • UK and offshore tax advice

Trust creation

  • Help beneficiaries who are too young, infirm or disabled
  • Help with tax planning
  • Protect assets from creditors
  • Provide flexibility
  • Protect means-tested state benefits.

Trust management

  • Advise and implement the appointment and retirement of trustees
  • Advise about taxes
  • Advise trustees on their powers and duties including the Trustee Act 2000
  • Calculate & pay tax bills
  • Help trustees choose & check the performance of an investment adviser
  • Liaise with beneficiaries & other advisers to ensure that the trust fulfils its purpose
  • Prepare all relevant deeds & resolutions so income & capital are managed properly
  • Prepare annual trust accounts
  • Prepare annual tax return

Legal Specialists

Robert Mackenzie

Barrister

Other Client Services

Personal Insolvency and Bankruptcy

Our consultants can help you if you are facing personal insolvency. We will advise you on the procedures involved to help you deal with these issues and achieve the best result.

Personal Injury

Our consultants will seek to work with you on a no win no fee basis where possible for claims including accidents at work, road traffic accidents and clinical negligence.

Employment Advice

LegalRoad will provide you with practical employment advice on your current circumstances, future employment and when a difficult position arises with your employers.

Section 21 Notices (Tenant Eviction)

LegalRoad provides a transparent fee structure for tenant evictions under an assured shorthold tenancy, where most of these actions run to a standard process.

Residential Property Advice

As experts within this sector we assist both landlords and tenants on all issues including block and estate management, leases, freeholds and landlord and tenant matters.

Contract Law For Individuals

We offer a bespoke contracting drafting service for your personal needs including: A Power of Attorney, Wills, Lease & Tenancy agreements and Debt & Loan agreements.