Trusts solicitors in Southampton
Explore how we can help with the legal protection and management of your wealth and assets.
Contact our teamWelcome to Moore Barlow your trusted team of specialist trusts solicitors in Southampton. Our dedicated team is here to provide expert advice and assistance in all matters relating to trusts.
We understand that navigating the complexities of trusts can be overwhelming, which is why we strive to make the process as straightforward and seamless as possible for you and your loved ones.
With years of experience in the field, our trusts solicitors have a proven track record of delivering exceptional results for our clients. Whether you require assistance in creating a trust, managing an existing trust, or resolving disputes related to trusts, we have the expertise to guide you through every step of the way. We take the time to listen to your unique circumstances and tailor our approach to meet your specific needs. Our priority is to protect your interests and ensure the smooth administration and distribution of assets held in trust.
At Moore Barlow we believe that personalised service and attention to detail are paramount. We work closely with you to understand your objectives and provide practical solutions that align with your goals. Our compassionate team is dedicated to providing ongoing support and guidance, ensuring that you have the peace of mind you deserve. Trusts can play a crucial role in securing your legacy and safeguarding your loved ones’ future. Contact our trusts solicitors in Southampton today and let us assist you in protecting and preserving your assets for generations to come.
What is a trust?
A trust is a legal arrangement where a person (the trustee) holds and manages assets for the benefit of another person or group of people (the beneficiaries), according to specific instructions outlined in a trust document.
Why choose us?
When it comes to trust matters, Moore Barlow is the trusted choice for individuals and families in Southampton. Our team of experienced trusts solicitors understands the complexities and importance of protecting your assets and providing for future generations. We have a proven track record of delivering tailored and effective solutions for our clients’ trust needs. With our expertise and dedication, you can have peace of mind knowing that your trust matters are in the hands of professionals who prioritise your best interests. Contact us today to schedule a consultation.
We are proud to hold several renowned accreditations, including recognition from Society of Trust and Estate Practitioners (STEP) and membership with Solicitors for the Elderly, further demonstrating our capability and commitment to excellence within the trusts and tax planning sector. By choosing Moore Barlow, you benefit from a personalised approach tailored specifically to your financial objectives, guided by dedicated specialists who stay abreast of rapidly evolving legislation. We also ensure comprehensive transparency and regular communication, qualities highly valued by our current client base who consistently recommend our services.
How we can help
Our experienced team of trusts solicitors in Southampton is here to assist you with a wide range of legal matters related to trusts. Whether you need assistance with creating a trust, managing an existing trust, or resolving disputes and issues that may arise, we have the expertise and knowledge to guide you through the process. Our solicitors understand the complexities of trust law and are dedicated to providing tailored solutions to meet your unique needs. With a client-focused approach, we strive to ensure your interests are protected and that you receive the best possible outcome. Trust us to handle your trust-related matters with professionalism and care.
Our expert team has significant experience handling diverse legal services associated with trusts and tax planning, including the creation and ongoing management of discretionary trusts, advising on inheritance tax mitigation strategies, and providing assistance with Court of Protection matters. Additionally, we offer specialist advice on lifetime trusts, asset protection, estate administration, succession planning, and dispute resolution concerning wills and estate matters. Our cohesive approach ensures all aspects of your financial and estate planning requirements are carefully integrated, providing clarity and peace of mind.
Our team of private wealth solicitors
Trust Registration Service (TRS) advice and guidance
HM Revenue & Customs (HMRC) requires that many trusts are registered on the Trust Registration Service (TRS), a central register of beneficial ownership information. Our specialists offer comprehensive advice and guidance to trustees and settlors on their obligations under TRS, providing clarification on registration criteria, deadlines, ongoing reporting duties and compliance requirements. We can manage the accurate and timely registration of trusts, ensuring full compliance with the latest regulatory standards and offering reassurance that your trust arrangements remain fully compliant.
Lifetime trusts and living trusts
Lifetime trusts, also known as living trusts or inter vivos trusts, can provide substantial estate planning benefits during the lifetime of the settlor. These can include asset protection, effective management of wealth for younger beneficiaries, greater privacy, and streamlined estate administration post-death. Our team provides specialist guidance on creating lifetime trusts, considering your specific family and financial goals to maximise the advantages for your unique circumstances.
Trust disputes and resolution
Challenges and disputes occasionally arise relating to the establishment, administration, management, or distribution of trusts. Our experienced dispute resolution team advises clients on resolving complex trust disputes efficiently and sensitively, including those relating to trustee fiduciary obligations, beneficiary entitlements, trustee removals, and litigation matters. We aim to resolve these challenges effectively through negotiation, mediation or, when necessary, court proceedings, with the goal of preserving relationships and protecting your interests.
Who we help
Our expert trust solicitors in Southampton provide comprehensive legal services to individuals, families, and businesses seeking professional guidance in matters related to trusts. Whether you are an individual looking to create a trust or a business seeking advice on trust administration, our team is here to assist you.
We regularly assist a diverse array of clients across various sectors and stages of wealth management and estate planning. Our extensive client base includes entrepreneurs, high-net-worth individuals and families, retired professionals, agricultural and rural landowners, business owners, and beneficiaries of existing trusts seeking guidance on efficient trust administration. Additionally, we support trustees requiring help navigating complex fiduciary responsibilities, as well as advising international clients with cross-border assets and trusteeships.
Contact us
For expert advice on trusts and estate planning, contact our trusted team of solicitors in Southampton. With years of experience, we provide tailored solutions to help safeguard your assets and ensure your wishes are carried out. Schedule a consultation today to discuss your trust-related matters with our dedicated legal professionals.
Conveniently situated just outside Southampton in Eastleigh, we also have offices in London, Richmond, Guildford, Lymington and Woking and offer specialist trusts legal services to clients nationwide. Contact Moore Barlow to find out how we can help you and your family.
Contact our private wealth team
Frequently asked questions: Trusts and tax planning
What are the tax benefits of setting up a trust?
Creating a trust can offer tax-saving opportunities such as reducing your exposure to inheritance tax by removing assets from your estate, protecting family wealth over generations, and potentially enabling more favourable income and capital gains tax planning. The specific benefits depend on the nature of the trust, your personal circumstances, and relevant legislation.
Are there disadvantages to setting up a trust?
Potential disadvantages of trusts include additional administrative responsibilities, fiduciary obligations for trustees, and possible upfront costs associated with establishing the trust structure. It is important to assess your personal circumstances and long-term objectives with professional advice to determine if a trust is the best choice.
Do I lose control of assets placed into a trust?
This largely depends on the type of trust chosen. With discretionary trusts or other more flexible arrangements, you can specify rules and guidelines trustees must follow, allowing you some influence, while other trusts may result in you relinquishing certain controls over assets. Professional advice ensures you choose the most appropriate structure for your situation.
How long does it take to set up a trust?
Establishing a trust typically takes several weeks from the initial consultation to final documentation, depending on the complexity involved. More straightforward trusts might take less time, whereas sophisticated trust structures involving multiple beneficiaries or assets could require extended planning.
Can a trust help protect assets from creditors?
Certain types of trusts, such as discretionary or asset protection trusts, are specifically designed to safeguard family wealth and limit exposure to creditors and third parties. Properly structured trusts can ensure assets remain protected and are distributed according to your intentions.
