Can I be a trustee and a beneficiary?

Yes, in many cases. It is usually sensible to have at least one other trustee who is not a beneficiary.

Will a trust avoid inheritance tax?

Not automatically. Some trusts have their own tax charges. We explain the tax position before you decide.

Trusts & Trustee Services

Setting up and running trusts that protect family wealth for the long term.

Trusts can protect assets for children, vulnerable beneficiaries or future generations, and can play a part in tax planning. We advise on which type of trust fits your aims, prepare the trust deed, and support trustees with their ongoing duties, from registration to periodic charges.

Why LDN Legal Associates for Trusts & Trustee Services

Clear advice on whether a trust is needed at all

Ongoing support for trustees, not just drafting the deed

Registration with HMRC's Trust Registration Service handled for you

Services

Discretionary trusts
Life-interest trusts
Trusts for vulnerable beneficiaries
Trust Registration Service compliance
Retirement and appointment of trustees
Winding up trusts

Our Approach

Objectives

We discuss who the trust is for and what it should achieve.

Structure

We recommend the trust type and explain the tax treatment.

Documentation

We prepare the trust deed and a letter of wishes for the trustees.

Administration

We support trustees with registration, records and tax filings.