Trusts and Inheritance Planning
Our specialist estate planning solicitors can help you protect and manage your assets now and for the future.
Call us on 01284 701131
If you feel confused by trusts, we can advise you on which ones are the best option for you and whether they need to form part of your Will.
Within our team, we have highly experienced estate planning solicitors, including Henrietta Brett, who is internationally recognised by the Society of Trust and Estate Practitioners (STEP) as a solicitor with specialist expertise in this area.
To book a free initial consultation, please either contact us using the form or call us on 01284 701131
It is an important question. A trust is a legal arrangement for managing assets – for you, your family, or anyone else you would like to benefit.
In a trust, assets are held by one person or people for the benefit of another person or people. Trusts can be created during your lifetime or by your Will, and can be used:
To realise how trusts work, it is important to understand the role of the Settlor, the Trustees and the Beneficiaries.
The Settlor is the person who signs the Trust Deed, which sets out how the trust will work, and they create the trust by transferring assets to the trustees. The Trustees are the legal owners of the assets in the trust, and they deal with the assets and manage the trust, but they hold the assets for the beneficiaries who benefit from the trust.
There are different types of trust depending on how you want to control your assets.
Our estate planning solicitors are experienced in all aspects of trusts and can offer practical, tax-efficient advice on the best type of trust for your needs. They can also prepare a Trust Deed or Will to help you protect and manage your assets.
Once again, we’re delighted to say that Burnett Barker Solicitors will be participating in The Cambridge Legal Walk organised by The Access to Justice Foundation. Our fundraising team will walk 10k on Thursday 15th June 2023, setting off from Cambridge Backs along Queen’s Road at 5.30 pm and returning around 7.30 pm at Anglia Ruskin […]
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Once again, we’ll join our friends at Our Bury St Edmunds in celebrating everything our local business community has to offer during Independents Week (4 – 10 July 2022).