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Wills, Estate Planning & Trusts

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Contact our team to find out how we can help

Contact our team

Trust Creation and Trust Administration

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
    • 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)

Your most convenient Rix & Kay office.

Ashford Office
Suite 4c, Third Floor,
International House, Dover Place
Ashford, Kent, TN23 1HU

Tel: 01233 225660
Fax: N/A
DX: N/A

Brighton & Hove Office
7 The Drive
Brighton & Hove
BN3 3JS

Tel: 01273 329797
Fax: 01273 324082
DX: 59257 Hove

Seaford Office
26 Sutton Park Road
Seaford, East Sussex
BN25 1QU

Tel:
Fax:
DX:

Sevenoaks Office
16 South Park
Sevenoaks
Kent
TN13 1AN

Tel: 01732 440855
Fax: 01732 440854
DX: 30025 Sevenoaks

Uckfield Office
The Courtyard
River Way
Uckfield, East Sussex
TN22 1SL

Tel: 01825 761555
Fax: 01825 764172
DX: 133963 Uckfield 2

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