Trusts solicitors in Guildford
Explore how we can help with the legal protection and management of your wealth and assets.
Contact our teamAt Moore Barlow our team of dedicated trusts solicitors in Guildford is committed to providing personalised and comprehensive legal solutions to our clients.
Trusts can be complex legal arrangements that require expert guidance, and our solicitors have the knowledge and experience to navigate this intricate area of law.
We understand that creating and managing trusts can be a crucial aspect of protecting your assets and ensuring the financial security of your loved ones. Our trust solicitors will work closely with you to understand your unique circumstances and provide tailored advice to effectively establish, administer, and manage trusts that meet your specific objectives. Whether you are seeking guidance on family trusts, charitable trusts, or discretionary trusts, our team will guide you through the process with care and expertise.
In addition to our proficiency in trusts law, our solicitors are also well-versed in related areas such as tax planning, estate administration, and asset protection. We believe in taking a holistic approach to our clients’ legal needs, and we will ensure that all aspects of your financial and personal circumstances are considered when providing advice and assistance. With our expertise and dedication, you can be confident that your trusts matters are in capable hands. Contact our Guildford office today to schedule a consultation with one of our experienced trusts solicitors.
What is a trust?
A trust is a legal arrangement where one party (the trustee) holds and manages assets on behalf of another party (the beneficiary). It allows for the transfer and protection of assets while ensuring they are used according to the wishes of the person who created the trust.
Why choose us?
When it comes to matters of trusts, Moore Barlow stands out as a trusted choice in Guildford. Our team of experienced solicitors is dedicated to providing comprehensive and tailored legal advice to individuals and families. With a deep understanding of the complex intricacies surrounding trusts, we work closely with our clients to ensure their assets are protected and their wishes are carried out. Whether you need assistance with trust creation, administration, or dispute resolution, you can trust our expertise and commitment to achieving the best possible outcome for you.
Our Guildford-based team is recognised for its commitment to quality and client care, reinforced by accreditations such as STEP (Society of Trust and Estate Practitioners), which highlights our expertise in trust and estate work. Additionally, we are accredited by Lexcel, the Law Society’s quality mark for practice management and client care, which assures clients of our high standard of legal service delivery. We are also a member of Resolution, ensuring that we approach all matters with a constructive and sensitive approach, especially relevant when family assets and generational planning intersect. Our in-depth local knowledge of Guildford and the surrounding Surrey area means we can provide tailored advice that resonates with the community’s specific tax and property issues, setting us apart from national firms that may not share this insight.
How we can help
At Moore Barlow our team of experienced trust solicitors in Guildford are dedicated to providing comprehensive legal support and guidance on a wide range of trust-related matters. We understand the intricacies involved in establishing, managing, and administering trusts, and our expertise allows us to assist clients in protecting their assets and ensuring their wishes are met. Whether you require assistance with trust creation, interpretation, dispute resolution, or ongoing administration, our solicitors are equipped with the knowledge and skills to navigate complex legal issues. We pride ourselves on delivering tailored solutions that meet our clients’ unique needs and objectives. Contact us today for professional and reliable trust-related advice.
Our specialist trust solicitors can assist with a broad range of legal services including the creation and administration of discretionary trusts, life interest trusts, bare trusts, and charitable trusts. We also offer guidance on setting up personal injury trusts and managing them effectively. For clients with significant estates, we provide comprehensive estate planning strategies to mitigate Inheritance Tax (IHT) and Capital Gains Tax (CGT), including the use of Family Investment Companies (FICs) and Business Property Relief (BPR). Additionally, we assist with cross-border estate planning where assets are held in multiple jurisdictions, and can work alongside international advisers to ensure tax efficiency and legal compliance.
Our team of private wealth solicitors
Who we help
Our experienced trusts solicitors in Guildford provide comprehensive legal services to individuals, families, and businesses seeking expert advice and assistance in matters relating to trusts and estate planning. Whether you are an executor, trustee, beneficiary, or a business owner, we are here to guide you through the complexities of trust law.
We work with a diverse range of clients that include high-net-worth individuals, family business owners, professionals in finance and tech, retirees with complex assets, and agricultural landowners in the Surrey and Hampshire countryside. We also support trustees managing significant portfolios, beneficiaries seeking guidance on their rights, and philanthropists setting up charitable trusts. Our experience extends to helping clients in sectors such as real estate, healthcare, and professional services, ensuring their family wealth is protected and optimised across generations. Whether you’re navigating succession planning for a family-run firm or looking to minimise exposure to inheritance tax, we bring sector-specific knowledge to each case.
Contact us
Contact our experienced team of trusts solicitors in Guildford today. We are dedicated to providing expert legal advice and assistance in all aspects of trusts, including creation, administration, and dispute resolution. Call us on 023 8071 8000 or email us to arrange a consultation and discuss your needs.
We have offices in London, Richmond, Southampton, 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 is the main benefit of setting up a trust?
A trust can help protect family wealth by allowing assets to be managed and distributed according to specific wishes, often with tax advantages and protection against future claims or matrimonial disputes.
Can I set up a trust to avoid Inheritance Tax?
While trusts can play a role in inheritance tax planning, they do not automatically exempt assets from tax. Trusts used appropriately, such as discretionary trusts or charitable trusts, can help mitigate exposure to IHT as part of a wider tax strategy.
Who can be a trustee and what are their responsibilities?
Trustees can be individuals or corporate entities responsible for managing the trust assets in the best interest of the beneficiaries. Their duties include acting impartially, keeping accurate records, and adhering to the terms of the trust deed.
What are the tax implications of setting up a trust?
The tax position depends on the type of trust. Some trusts attract entry, exit, and periodic charges for IHT purposes, while others may incur income tax and CGT liabilities. Our team can advise on the most tax-efficient structure based on your circumstances.
Can trusts be changed or revoked once created?
Some trusts, like discretionary trusts, offer flexibility and can be changed under certain conditions. Others, such as irrevocable trusts, cannot be altered once established. Legal guidance is essential when considering future adaptability.
