A trust is a legal agreement which is mainly used as a means of protecting your money and assets. It can be within a Will, or set up separately. We can help you choose what type of trust you may need and advise the Trustees, the people that look after the trust, or the beneficiaries, the people who benefit from the trust. We’re experts in this field and members of STEP.

A Trust can be used as a measure of protection and for preserving your wealth. There can be a number of reasons why you may want to set one up, such as:

We will always work with your other professional advisers to implement a Trust and to ensure that it meets your needs.

Saul Caplan

Private Client Team

Sophie Bacon

Private Client Team

Paula Dallison

Private Client Team

Susan Foxen

Private Client Team

Mark Goodson

Private Client Team

Simon Jones

BTMK Todmans

Megan McKinlay

Private Client Team

Kavita Ryatt

Private Client Team

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