If you have been appointed as a Trustee, you have a responsibility to hold, manage and administer the Trust assets. You will be answerable to the beneficiary of the trust and, in some circumstances, become personally liable.

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.

Meet the Team

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.

DSC2236 3 adam best

Adam Jessup BA (Hons), TEP

Director / Solicitor

Ian DSC5164 2

Ian Bradshaw B.A. (Hons) LLB

Director / Solicitor

Contact Us

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Newport Office

36 St James Street, Newport, PO30 1LF

01983 524741

01983 556088

Freshwater Office

Avenue House, Avenue Road, Freshwater, PO40 9UZ

01983 752492

01983 754247