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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 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
Contact our Wills and Probate Team

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Posted 27 January 2020

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

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.

Duncan Godfrey

Duncan Godfrey

d.godfrey@rotheras.co.uk

Duncan Godfrey is a Probate, Trusts and Residential Conveyancing Solicitor at Nottingham based Rotheras Solicitors and is located at our offices in the Lace Market and Burton Joyce.

Karen Hayward

Karen Hayward

k.hayward@rotheras.co.uk

Karen Hayward is a Wills, Probate and Trusts specialist at Nottingham-based law firm Rotheras Solicitors and currently operates in 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.

Rebecca Green

Rebecca Green

r.green@rotheras.co.uk

Rebecca Green is an Associate Chartered Legal Executive in Rotheras Wills and Probate department and specialises in will drafting, estate administration, lasting powers of attorney and court of protection applications. Rebecca is currently based in our Long Eaton office.

Petra Feast

Petra Lewis-Feast

p.feast@rotheras.co.uk

Petra Lewis-Feast is a senior lawyer within the wills and probate team. She has worked as a private client specialist since she qualified in 1993. Petra is currently based in our head office in the Lace Market

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.

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.

Christina Peck

Christina Peck

c.peck@rotheras.co.uk

Christina Peck is a trainee solicitor within Rotheras Wills and Probate department and is based at the firm’s Beeston office.

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 Long Eaton 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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