It can be a detailed and daunting process for Trustees in administering a trust successfully given the law governing trusts and the ongoing reporting requirements to HMRC.
Our team can assist in advising Trustees on their duties and provide reassurance on the rules that need to be adhered to when dealing with trust assets. Whether you are a Trustee looking for guidance on a trust you have been appointed to administer or you are planning on setting up a Trust yourself to protect your assets, we can provide comprehensive legal advice on the trust process and tax implications.
Our Team specialise in a number of different areas. These are members of our team who specialise in this area. To see how we can help you, please give a team member a call, or alternatively, you can email a member of the team and we’ll get back to you as soon as is possible.
Cowes boy and English graduate Adam came to the law after an initial career with British Aerospace. There his dealings with export contracts made him wonder about a career as a lawyer, and he returned to college to study.
Although he planned to do commercial law he found in his first practice in Portsmouth that he was particularly suited to private client work, and at Eldridges, with whom he has been since 2006, he deals with Wills, Probate and Trusts. His sensitivity to the needs of people at a time of bereavement enables him to guide them through the legal technicalities in a sympathetic and professional way.
Adam is a qualified Trust and Estate Practitioner, and in setting up and administering Trusts and Wills, Adam sometimes has to tread what can be a sensitive tightrope. A beyond-the-grave wish may have practical implications for offspring with previous partners, and Adam’s knowledge and experience makes for straightforward and helpful solutions.
Tax burdens are a worry to those making provision for their loved ones, and by constantly updating his knowledge as laws change Adam can help clients through complex or confusing situations.
Adam is a family man with three children. He plays guitar, once in a band but now simply for pleasure and at his local church.
Ian went to Exeter University to obtain a degree in Politics and subsequently to the College of Law in Guildford to obtain a degree in Law. Having qualified as a solicitor in 2010 he gained knowledge and experience at another local firm prior to joining Eldridges in January 2021.
Ian specialises in residential property and private client work, enjoying the variety each aspect provides. He regularly takes instructions from clients both local and further afield and many return to seek his advice in future matters knowing they will get an objective, professional service and a high level of client care and compassion in more sensitive matters.
In his spare time he enjoys the countryside and attending sporting events including rugby, cricket and horse racing.