Trusts & Tax

Tax planning centres on the arrangements of your assets (such as property, shares and savings) to maximise available tax reliefs – now and in the long term.

Looking at every angle, from Inheritance Tax and Capital Gains Tax to Income Tax, will allow you to minimise your liabilities.

Establishing a trust is often the best way to govern the succession of assets and to reduce tax liabilities. A trust is a separate legal body that owns assets. The trust’s assets are invested and managed by its trustees (the managers of the trust) for the benefit of the trust’s beneficiaries.

This is why Attwaters’ Lifetime planning team is here.

We pledge to provide every client with outstanding personal service and communication, unrivalled industry knowledge and a proven track record of advising our clients on the most appropriate form of trust for their requirements. We call this our Service Pledge.

How do we achieve this?

Attwaters has been advising on tax and trusts for over 100 years, which means our specialist Lifetime planning team has the ideal pedigree to take into account your aims, your circumstances and the current tax laws. Once established, we can administer the trust on your behalf.

If called upon, we act as trustees, or, if you are named as a trustee, we will advise you on your powers and duties. And if there is a dispute between the beneficiaries of a trust and the trustees, or between the trustees themselves, whichever you represent, we can act on your behalf.

Attwaters’ trust experts have extensive experience of personal injury trusts which are useful for managing large sums awarded as a result of personal injury or medical negligence claims.

Tax law is complex and forever changing. Our specialists can advise you on the best way to plan ahead.

Arranging your tax affairs during your lifetime can minimise the amount of tax eventually payable, and therefore maximise what your beneficiaries ultimately receive.

Official Rankings

Ranked  Tier 3 in the Legal 500 2023