Home / Wills, Estate Planning & Trusts / Trust Creation and Trust Administration

Our specialist team of trust lawyers are experts in all areas of trust law

Trusts have been used throughout history and are a very useful legal arrangement that can help in estate planning with the mitigation of exposure to tax and also with asset protection when making provision for future generations of your family.

Put simply, a trust is where you give the ownership of your assets to someone known as a trustee to look after for the benefit of another person (or group of people) known as beneficiaries.

Our specialist team of trust lawyers can help with a number of different trust matters including:

  • The set up of a variety of different lifetime trusts to help reduce exposure to Inheritance Tax, including spousal by-pass trusts for pensions; life insurance policy trusts; shareholder / director protection policy trusts and; gift and loan Trusts
  • Help with the administration of trusts including tax compliance and advice on the on-going duties and responsibilities of being a trustee
  • Trust paperwork including minutes of meetings, paperwork associated with the winding up of trusts and documents relating to the distribution of trust funds
  • The appointment and retirement of trustees
  • The restructuring of existing trusts
  • Set up and administration of Charities
  • Will trusts including trusts for business and/or agricultural property/assets or otherwise for protection against possible future care home fees or divorce or against other third party claims
  • Trusts to define the ownership of land or property (known as Declarations of Trust)

“The members of the team from the front to the back office were courteous, discreet and professional in all areas of their work. Giving advice clearly and guiding the process in all aspects of the business we were handling. I was also impressed with the seamless way Rix & Kay worked with our IFA.”

“Very good at handling difficult trust situations and difficult beneficiaries. Good problem solving and clear thinking.”

Rix & Kay recognised as leading firm

Google 5star review

“I have used Rix and Kay for the last 15 years on Wills, property purchases and probate services, and have always had excellent service.”

Andrew Chee – Five star Google review

Latest news and blogs