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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 and administering trusts.

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

 

Contact our Wills and Probate Team

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Jayne Smith

“We’re upfront about costs – so there’s no hidden surprises”

Jayne Smith
Head of Wills and Probate

If you’re happy then we’re happy too.

4.8 218 reviews

Posted 27/01/2020

"Impressive group with expertise in both matrimonial finance cases and children matters. A strong childcare team handles cases involving physical and emotional abuse, as well as fatalities. Well versed in matters with international aspects, Hague Convention cases, as well as adoption and guardianship issues.

Chambers UK, 2018

Posted 27/01/2020

Anton Balkitis frequently represents the operators of both goods and passenger vehicles in court proceedings. Clients remark: "He has a commercial understanding of real-life issues and will always provide a balanced view

Chambers UK, 2019

Posted 27/01/2020

Impressive group with expertise in both matrimonial finance cases and children matters. A strong childcare team handles cases involving physical and emotional abuse, as well as fatalities. Well versed in matters with international aspects, Hague Convention cases, as well as adoption and guardianship issues.

Chambers UK, 2018

Posted 02/06/2020

Chris Powell at Rotheras was recommended to us by a trusted associate within the Transport Industry; without doubt we wouldn’t have had the excellent outcome we did without his and his team’s involvement. The level of professionalism, expert advice and assistance was faultless; we felt reassured and well informed throughout the whole process. It was a pleasure to do business with him and would highly recommend his services!

Julian Brindley - John Brindley Ltd

Posted 12/08/2020

The team at Rotheras, and Mr Powell in particular, have provided us with an outstanding service. We are extremely grateful for the help and support they gave us in dealing with issues relating to our transport operations and our goods vehicle operators licence. Mr Powell was professional, knowledgable, efficient and effective. He quickly understood our business and the problem we had. He responded with sensible advice and acted quickly on our behalf to resolve the matter. I cannot thank him enough for his help and I would recommend Mr Powell, and the Rotheras team, without hesitation. I am extremely grateful for the help they gave us.

Richard Hitchcock - Hitchcock & King

Posted 12/08/2020

I would highly recommend James Briggs, solicitor at Rotheras. He has been extremely helpful, patient and thorough whilst helping me with affairs following the death of my husband. Even during lockdown (covid) he maintained communication and kept me informed of what was happening. He successfully achieved the outcome I needed and I would not hesitate to recommend him.

Yvonne Gold

Posted 30/09/2020

We are in the middle of launching our own packaging agency and contacted Rotheras for some professional legal advice with regards to contracts. After an initial call with Billy, he made it clear what we needed and asked plenty of questions to understand what it was we needed. He was very responsive to our questions, whether it be over the phone or via emails and made the process really simple. We had little experience in this area so it was fantastic to work with Billy, who explained everything concisely. We were also really pleased with the quick turnaround and great value offered. Would thoroughly recommend working with Rotheras.

Tom Burden, Director of Rightbox Ltd

Posted 30/09/2020

Billy understood our requirement from the get go and really nailed down on what we needed in our commercial agency agreement. Billy kept us informed every step of the way and showed great professionalism. We would recommend his services to any start-up business who is in need of legal advice and guidance with commercial contracts.

Axl Barber, Sales Director of Rightbox Ltd

Posted 11/02/2021

I was extremely pleased with the service that Kerry provided in order to sell my mothers house. Good, prompt communication and all questions dealt with or answered as requested. Consequently I would recommend yours services to others.

Adam Stevens

Posted 25/03/2021

Anton has substantial experience acting for commercial goods hauliers and other transport operators. He advises on a range of contentious issues including operator licence, maintenance and tachograph matters, with a wealth of experience acting in public inquiries before Traffic Commissioners."Anton is a highly informed and personable lawyer.

Chambers UK, 2020

Posted 25/03/2021

Chris Powell focuses his practice on road transport issues, regularly representing haulage, transport and logistics companies. He has considerable experience in regulatory matters involving operator licences and compliance failings, as well as more serious criminal investigations relating to fraud.

Chambers UK, 2020

Posted 07/06/2021

Dear Sally, I can’t thank you enough for today! You took the pressure off me and I felt so looked after and understood everything that was happening. Thank you so much!

Kelly Neave

Contact our Wills and Probate Team
Wills, Probate & Trusts Team
Christina Yardley CEO

Christina Yardley

c.yardley@rotheras.co.uk

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

Jeremy Allen

j.allen@rotheras.co.uk

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

Karen Hayward

k.hayward@rotheras.co.uk

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

Jayne Smith

j.smith@rotheras.co.uk

Jayne Smith leads the Wills and Probate department at Nottingham based Rotheras Solicitors and is currently based in our Wollaton office.

Nelissa Hicks

Nelissa Hicks

n.hicks@rotheras.co.uk

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.

Melissa Merry

Melissa Merry

m.merry@rotheras.co.uk

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.

Eleanor Robinson

Eleanor Robinson

e.robinson@rotheras.co.uk

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

Sarah Soo

s.soo@rotheras.co.uk

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

James Briggs

j.briggs@rotheras.co.uk

James Briggs is an associate and private client solicitor at Nottingham-based law firm Rotheras Solicitors.

Adam Cotterill

Adam Cotterill

a.cotterill@rotheras.co.uk

Adam’s expertise covers a wide range of services including drafting Wills, preparing Power of Attorney documents, Probate and Court of Protections applications.

sarah_singh

Sarah Singh

s.singh@rotheras.co.uk

Sarah Singh is a trainee solicitor within Rotheras Wills, Probate & Trusts department and is based at the firm’s Mapperley office.

Alison Richardson

Alison Richardson

a.richardson@rotheras.co.uk

Alison Richardson is a member of the wills, trust & probate team based at our Mapperley office.

Kirsten_Wood

Kirsten Wood

k.wood@rotheras.co.uk

Kirsten Wood is a Senior Associate with over 18 years’ experience based in Rotheras’ Wills and Probate department and specialises in will drafting, tax, trusts, estate administration and lasting powers of attorney.

Sharon Fleckney

Sharon Fleckney

s.fleckney@rotheras.co.uk

Sharon Fleckney is a Paralegal in Rotheras Wills and Probate department and is based at the firm’s Lace Market Office.

Anna Guy

Anna Guy

a.guy@rotheras.co.uk

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

Brett James

b.james@rotheras.co.uk

Brett James is a Conveyancing and Wills and Probate Paralegal at Rotheras Solicitors and is based at our Lace Market office.

Michelle Kingston

Michelle Kingston

m.kingston@rotheras.co.uk

Michelle Kingston is a Paralegal in Rotheras Wills and Probate department and is based at our Lace Market office.

Sue Radford

Sue Radford

s.radford@rotheras.co.uk

Sue Radford is a Paralegal in Rotheras Wills and Probate department and is based at the firm’s Beeston Office.

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