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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 Rothera Bray 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 Rothera Bray 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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Kirsten Wood

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

Kirsten Wood
Head of Wills and Probate

If you’re happy then we’re happy too.

4.8 358 reviews

Posted 27/01/2020

Rothera Sharp Solicitors’ ‘skilled’ team handles personal injury claims including public liability, accidents at work and road traffic accidents often involving – among others – children and foreign nationals. Recent work included settling a claim for a pedestrian involved in a road traffic accident, acting for a child claimant following a hand injury sustained at a playground and representing a claimant in a public liability claim pertaining to fractures sustained on a slippery floor. Elisabeth Halls combines ‘good judgement with the right amount of scepticism and has a proven ability to optimise outcomes for claimants.

Legal 500, 2017

Posted 27/01/2020

I cannot thank you enough for all you have done for me. I don't know whether you can truly appreciate how incredibly important the success of this matter is to me. I couldn't have done this without you, and there just aren't the words to express my gratitude to you for all this. You have enabled me to have a peace of mind and you just can't put a price on that. Please tell Rebecca how absolutely thrilled to bits I am with the work you have done for me, which is beyond priceless and for which I will be forever grateful

Mediation Client

Posted 27/01/2020

I want to say a massive thank you for all your hard work….I will never forget how you were prepared to believe in me….you energetically pursued my case to achieve the best possible outcome

J Wilson

Posted 27/01/2020

My previous dealings with Rothera Bray have always been excellent-total efficiency and professional. Jayne Smith previously and now Emily Weston. I would always use Rothera Bray as my solicitors. Thank you.

David Armstrong

Posted 12/08/2020

I would highly recommend James Briggs, solicitor at Rothera Bray. 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 Rothera Bray 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 Rothera Bray.

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 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

Posted 07/06/2021

My experience with Rothera Bray was an easy and smooth process, regarding a settlement agreement with a previous employer. They helped me understand all the legal jargon and details and made it very clear what the agreement was asking of me and what they would provide in return without it seeming complicated. They were prompt and resolved any issues or queries I had and I found them to be friendly and professional. I would definitely recommend Rothera Bray to anyone seeking legal advice, even if you've had no experience with a solicitor before, as they're very welcoming and help you to understand everything.

E. Jackson

Posted 06/07/2021

Thank you for all your hard work, which paid off in the end. As well, thank you for your amazing service and support you provided for me all the way through. It was pleasure to work with you and I wish you all the best.

Patrik Fresko

Posted 27/09/2021

I recently had the good fortune to engage Rothera Bray for a company sale. From start to finish, Sandeesh Samra and the team were on hand to give practical and professional advice.

Alison Purchas

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

Christina Yardley

c.yardley@rotherabray.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@rotherabray.co.uk

Jeremy Allen is a Wills, Probate and Trusts specialist at Nottingham based law firm Rothera Bray Solicitors and is based at our Lace Market offices in the heart of Nottingham City Centre.

Russell Dalby

r.dalby@rotherabray.co.uk

Russell is a Partner based at our Market Harborough office and specialises in all areas of Private Client work. He predominantly deals with probate administration and estate planning work – such as advising on Wills, Lasting Powers of Attorney and Inheritance Tax planning.

Karen Hayward

Karen Hayward

k.hayward@rotherabray.co.uk

Karen Hayward is a partner and Chartered Legal Executive at Nottingham-based law firm Rothera Bray 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.

Nelissa Hicks

Nelissa Hicks

n.hicks@rotherabray.co.uk

Nelissa is Partner at Rothera Bray with a demonstrated history of working in the legal services industry. Nelissa has over 20 years’ experience as a Wills, Probate, Tax and Trusts solicitor and is based at our Mapperley office. She is skilled in Inheritance Tax Planning and the Administration of Trusts and Estates.

Andrew Hitchon

a.hitchon@rotherabray.co.uk

Andrew has specialised in the private client sector for over 10 years. He is also a fully qualified TEP practitioner and deals with a wide range of legal expertise including Trusts and Tax Planning.

Kirsten Wood

Kirsten Wood

k.wood@rotherabray.co.uk

Kirsten Wood leads the firm’s Wills and Probate department and is a partner with over 18 years’ experience specialising in will drafting, tax, trusts, estate administration and lasting powers of attorney.

James Briggs

James Briggs

j.briggs@rotherabray.co.uk

James Briggs is a senior associate and private client solicitor at our Lace Market office.

Amelia Carruthers

a.carruthers@rotherabray.co.uk

Amelia Carruthers is a Senior Associate at Rothera Bray’s Derby office and is experienced in drafting wills, lasting powers of attorney, administering estates and providing tax advice and planning.

Ann Farnill

Ann Farnill

a.farnill@rotherabray.co.uk

Ann Farnill is a Senior Associate in Rothera Bray‘s Wills, Probate and Trusts department and is based at our Lace Market office in the heart of Nottingham City Centre. She specialises in Wills, Inheritance Tax planning, Powers of Attorney including acting for lay attorneys, Estate planning and administration and Court of Protection.

Carly Harwood

c.harwood@rotherabray.co.uk

Carly Harwood is a Senior Associate Solicitor in Rothera Bray’s Wills and Probate department and is based at our Derby office.

Melissa Merry

Melissa Merry

m.merry@rotherabray.co.uk

Melissa Merry is a Consultant in our Wills and Probate department, with over 30 years of experience in private client work. Melissa is based at our Lace Market office in Nottingham City Centre.

Sarah Soo

Sarah Soo

s.soo@rotherabray.co.uk

Sarah Soo is a Wills and Probate specialist at Nottingham-based law firm Rothera Bray Solicitors and has specialised in private client work since she began her career. Sarah is currently based in our Beeston office.

Ruth Tarr

Ruth Tarr

r.tarr@rotherabray.co.uk

Ruth is a Senior Associate in Rothera Bray’s Wills and Probate team, and specialises in Court of Protection matters. She is based at our Lace Market office in the heart of Nottingham city centre.

Amy Goodwin

a.goodwin@rotherabray.co.uk

Amy Goodwin is an Associate in Rothera Bray’s Wills and Probate team and is based at our Derby office.

Eleanor Robinson

Eleanor Robinson

e.robinson@rotherabray.co.uk

Eleanor Robinson is a Wills, Probate and Trusts specialist at Nottingham-based law firm Rothera Bray Solicitors and is based at our West Bridgford office.

Adam is a Private Client solicitor at Rothera Bray, based in Market Harborough.

Adam Ali

a.ali@rotherabray.co.uk

Adam is a Private Client solicitor who is based at our Market Harborough office.

Aleksandra Cebula

Aleksandra Cebula

a.cebula@rotherabray.co.uk

Aleksandra Cebula is a Solicitor in Rothera Bray’s Wills, Probate and Trusts department and is based at our Beeston office.

Faith Hill

f.hill@rotherabray.co.uk

Faith Hill is a Solicitor in Rothera Bray’s Wills and Probate department and is based at our Derby office.

Charlotte Jenkins

c.jenkins@rotherabray.co.uk

Charlotte is a Solicitor in the Private Client Department based at the Market Harborough office. She advises clients on a range of private client services including Wills, Trusts, Probate and Lasting Powers of Attorney.

Jasmin Marshall

j.marshall@rotherabray.co.uk

Jasmin Marshall is a Solicitor in Rothera Bray’s Wills and Probate department and is based at our Mapperley office.

Alison Richardson

Alison Richardson

a.richardson@rotherabray.co.uk

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

Rebekah Royles

r.royles@rotherabray.co.uk

Rebekah Royles is a Legal Executive in Rothera Bray’s Wills and Probate department and is based at our Lace Market office.

Sarah Singh, a Wills and Probate solicitor, is based at our West Bridgford office.

Sarah Singh

s.singh@rotherabray.co.uk

Sarah Singh is a solicitor within Rothera Bray’s Wills and Probate Department and is based at the firm’s West Bridgford office.

Libby Birt

Libby Birt

l.birt@rotherabray.co.uk

Libby Birt is a Private Client Executive in Rothera Bray’s Wills and Probate department and is based at our Derby office.

Lacey Glover

l.glover@rotherabray.co.uk

Lacey Glover is a Private Client Executive in Rothera Bray’s Wills and Probate department and is based at our Lace Market office in Nottingham city centre.

Sallie Poultney

s.poultney@rotherabray.co.uk

Sallie is a Private Client Executive in the Private Client Department at our Market Harborough office. She advises clients on a range of private client services including Wills, Probate and Lasting Powers of Attorney.

Amanda White

a.white@rotherabray.co.uk

Amanda is a Private Client Executive in the Private Client Department at our Leicester office. She advises clients on a range of private client services and has been handling her own caseload since 2014.

Talita Fantauzzi

Talita Fantauzzi

t.fantauzzi@rotherabray.co.uk

Talita Fantauzzi is a Trainee Solicitor in Rothera Bray’s Wills and Probate department and is based at our West Bridgford office.

Anjnee Gorecha

a.gorecha@rotherabray.co.uk

Anjnee Gorecha is a Trainee Solicitor in Rothera Bray’s Wills and Probate department and is based at our Lace Market office.

Lyndsey Hudson

Lyndsey Hudson

l.hudson@rotherabray.co.uk

Lyndsey is a Trainee Solicitor in Rothera Bray’s Private Client department and assists with Court of Protection matters. She is currently based at our Lace Market office.

Eugene Pratashchyk

e.pratashchyk@rotherabray.co.uk

Eugene is a Trainee Solicitor currently working in our Wills and Probate department, having previously completed a double seat with the Corporate team and Commercial Property and a seat in our Personal Injury department.

Jack Cooper

j.cooper@rotherabray.co.uk

Jack Cooper is a Senior Paralegal in Rothera Bray’s Wills and Probate department and is based at our West Bridgford office.

Anna Guy

Anna Guy

a.guy@rotherabray.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.

Clara Montgomery

c.montgomery@rotherabray.co.uk

Clara is a Senior Paralegal in our Private Client department. She is based at our Market Harborough office.

Hollie Moore

Hollie Moore

h.moore@rotherabray.co.uk

Hollie Moore is a Senior Paralegal in Rothera Bray’s Wills and Probate department and is based at our Mapperley office.

Lisa Warren

Lisa Warren

l.warren@rotherabray.co.uk

Lisa Warren is a Senior Paralegal in Rothera Bray’s Wills and Probate team and is based at our Derby office.

Brett James

Brett James

b.james@rotherabray.co.uk

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

Michelle Kingston

Michelle Kingston

m.kingston@rotherabray.co.uk

Michelle Kingston is a Paralegal in Rothera Bray’s Wills and Probate department and is based at our Lace Market office.

Louise Mathison

l.mathison@rotherabray.co.uk

Louise Mathison is a Paralegal in Rothera Bray’s Wills and Probate department and is based at our Lace Market office.

Jordan McBallantine

Jordan McBallantine

j.mcballantine@rotherabray.co.uk

Jordan McBallantine is a paralegal in Rothera Bray’s Wills and Probate department and is based at our Mapperley office.

Janet Prentice

Janet Prentice

j.prentice@rotherabray.co.uk

Janet Prentice is a Paralegal in Rothera Bray’s Wills, Probate and Trusts department and is based at our Lace Market office in the heart of Nottingham city centre.

Sue Radford

Sue Radford

s.radford@rotherabray.co.uk

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

Gill Subbarao

g.subbarao@rotherabray.co.uk

Gill Subbarao is a Paralegal in Rothera Bray’s Wills and Probate department and is based at our Mapperley office.

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