What is a Trust?
Putting your assets in a trust enables you to manage and protect your wealth, whether it’s in the form of property, money or investments, so it can be safely passed on to the next generation or whoever you would like to benefit. The trust is then managed and controlled by your appointed trustees.
You might decide to set up a trust to provide for your children or loved ones; manage compensation received after a personal injury or to reduce the amount of inheritance tax you have to pay. There are various types of trust available depending on who you want to pass your assets to and when you want your beneficiaries to have access to your assets.
Setting up a trust can be a complex affair, and it is important that your trust is precisely worded so that it accurately reflects your needs.
At Rotheras we can guide you through the process of making a trust including advising you on your options and suggesting the most appropriate trust for you depending on your circumstances and requirements.
Why use Rotheras for Trusts?
You will be assigned a member of our private client team who will work with you to find out more about your situation and your assets in order to provide you with advice tailored to your needs and requirements.
We can advise you on all aspects of trust and trust law including setting up administering
We can advise trustees on their responsibilities, risks and duties in the role.
We can help with trust tax planning.
We can advise you on dealing with legacies to children under 18.
We can advise you on asset protection.
We can also advise on taxation of trusts and efficient tax planning, especially in relation to inheritance tax.
We can help you with:
- Discretionary Trusts
- Interest in Possession Trusts
- Bare Trusts
- Non-resident Trusts
- Mixed Trusts
This was my first experience using a solicitor, something I felt quite daunted about. Rotheras (Greg and Petra) put me at ease and were very helpful.
Last year I experienced a car accident, as a front seat passenger. I put forward a personal injury claim with Rotheras. From start to finish, my claim has been dealt with efficiently and professionally, and I have always felt my best interests were considered. All communications were made via letter or email to inform me of all further updates. My claim has now come to an end and I am very happy with the overall outcome. I would recommend Rotheras for their service.
We cannot recommend Chris Powell of Rotheras more highly. Mr Powell demonstrated the upmost professionalism with a high level of knowledge of the area for which he was representing us. Anyone needing representation/advice regarding the area of haulage will find that Chris Powell and Rotheras are the best choice.
Claim dealt with efficiently and to a satisfactory conclusion. Wayne Vickers visited me at home initially and explained everything thoroughly. Professional service throughout. Recommended
Christina‘s expertise covers a full range of private client services including Wills, Probate, Trusts, Care Fees Planning, Power of Attorney, Court of Protection, Tax Planning and Conveyancing.
Jeremy Allen is a Wills, Probate and Trusts specialist at Nottingham based law firm Rotheras Solicitors and is based at our Lace Market offices in the heart of Nottingham City Centre.
Karen Hayward is a partner and Chartered Legal Executive at Nottingham-based law firm Rotheras Solicitors, with over 20 years’ experience in Wills, Probate, Lasting Powers of Attorney and Court of Protection applications. Karen is based at our Beeston office.
Jayne Smith leads the Wills and Probate department at Nottingham based Rotheras Solicitors and is currently based in our Wollaton office.
Nelissa has over 17 years’ experience as a Wills, Probate, Tax and Trusts solicitor and is based at our Mapperley office. An experienced Senior Associate with a demonstrated history of working in the legal services industry. Skilled in Inheritance Tax Planning and the Administration of Trusts and Estates.
Eleanor Robinson is a Wills, Probate and Trusts specialist at Nottingham-based law firm Rotheras Solicitors and is based at our West Bridgford office.
Sarah Soo is a Wills and Probate specialist at Nottingham-based law firm Rotheras Solicitors and has specialised in private client work since she began her career. Sarah is currently based in our Wollaton office
James Briggs is an associate and private client solicitor at Nottingham-based law firm Rotheras Solicitors.
Adam’s expertise covers a wide range of services including drafting Wills, preparing Power of Attorney documents, Probate and Court of Protections applications.
Alison Richardson is a member of the wills, trust & probate team based at our Mapperley office.
Sharon Fleckney is a Paralegal in Rotheras Wills and Probate department and is based at the firm’s Lace Market Office.
Anna Guy has over 10 years’ experience of working in law firms, and 7 years’ experience of dealing with Wills and Probate matters.
Brett James is a Conveyancing and Wills and Probate Paralegal at Rotheras Solicitors and is based at our Lace Market office.
Michelle Kingston is a Paralegal in Rotheras Wills and Probate department and is based at our Long Eaton office
Sue Radford is a Paralegal in Rotheras Wills and Probate department and is based at the firm’s Beeston Office.
Laura has over 16 years’ experience as a Wills, Probate, Tax and Trusts solicitor and is based at our Lace Market office. An experienced Associate with a friendly, hands-on approach to clients.
Melissa Merry is a Consultant in our Wills and Probate department, with over 30 years of exeperience in private client work. Melissa is based at our Nottingham City Centre offices.
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