Trusts solicitors in Lymington

Explore how we can help with the legal protection and management of your wealth and assets.

Contact our team

We understand that navigating the complex world of trusts and estate planning can be overwhelming, which is why we are here to guide you every step of the way.

With years of experience in this specialised field, our expert solicitors have the knowledge and expertise to protect your assets and ensure a seamless transfer of wealth to your loved ones. We recognise the importance of creating a trust that aligns with your unique circumstances, and we will work closely with you to tailor a trust that meets your specific needs.

Whether you are looking to safeguard your assets from inheritance tax, provide for a disabled family member, or preserve your legacy for future generations, our team is equipped to handle it all. We prioritise effective communication and transparency, and our trust solicitors will explain the intricacies of trusts in plain English, ensuring that you fully understand the implications and benefits of each decision.

Contact us today for a confidential consultation and let our experienced trust solicitors help you protect your assets and secure your family’s future. With our guidance, you can achieve financial security and peace of mind like never before. Trust Moore Barlow to be your trusted partner in Lymington.

What is a trust?

A trust is a legal arrangement where a person (trustee) transfers their assets to another person (trustee) to hold and manage for the benefit of designated beneficiaries according to specified instructions.

Naomi Wilkes

Naomi Wilkes

Partner | Private Wealth

01590 633217

Why choose us?

At Moore Barlow our team of experienced trusts solicitors in Lymington is dedicated to providing exceptional legal services tailored to your specific needs. With in-depth knowledge and a client-focused approach, we strive to protect your assets and ensure your loved ones are provided for in the future. Whether you require assistance with trust administration, creation, or dispute resolution, our trusted team is here to guide you through every step of the process. Choose Moore Barlow for trusted expertise in trusts law.

We are proud to hold specialised accreditations from the Society of Trust and Estate Practitioners (STEP), demonstrating our commitment and excellence in trust management and tax planning services. Additionally, our team regularly contributes to leading industry publications, reflecting our sophisticated knowledge and understanding of the latest statutory changes, ensuring our clients consistently receive sound advice aligned with current best practices. Our personalised service, proactive approach, and transparent communication set us apart, allowing us to build long-lasting relationships with our clients and their families.

How we can help

Our team of experienced solicitors specialises in handling a wide range of issues related to trusts. Our trusts solicitors in Lymington understand the importance of safeguarding your assets and ensuring their smooth transfer to your loved ones. Whether you require assistance in setting up a trust, managing its administration, or resolving disputes, our knowledgeable solicitors are here to guide you through the complexities of trust law. We have a proven track record of delivering tailored solutions that meet our clients’ unique needs. We are committed to providing you with expert advice and support to protect your financial future.

Our comprehensive trust and tax planning services include the establishment and administration of trusts for estate protection, inheritance tax planning, asset management, and succession planning. We also provide specialised advice for family-run businesses, helping to safeguard assets and ensure stability across generations. Additionally, our experts offer careful guidance on areas like lifetime settlements, charitable trusts, trust disputes resolution, and compliance with evolving tax legislation, enabling clients to fully optimise their financial security and peace of mind.

We are here to help

Discover how our expert private wealth lawyers can help you.

Who we help

Our experienced solicitors in Lymington specialise in providing trusted legal advice and assistance to individuals, families, and businesses in matters related to trusts. We assist clients in creating, managing, and administering trusts while ensuring their interests are protected.

We support a diverse range of clients, including high-net-worth individuals seeking asset preservation and inheritance tax efficiency, executors and trustees managing complex estate matters, and family-owned enterprises looking for succession solutions. Our expertise also extends to advising entrepreneurs, landowners, agricultural businesses, and charitable organisations, providing tailored guidance to suit each unique context while prioritising strategic planning and wealth preservation objectives.

Contact us

For personalised legal advice and assistance with trusts-related matters, contact our team of experienced solicitors in Lymington. We have a deep understanding of trusts law and are committed to providing tailored solutions to meet your specific needs. Call us today or fill out the form below to schedule a consultation.

We have offices in LondonRichmondSouthamptonGuildfordLymington 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.

We are here to help

Discover how our expert private wealth lawyers can help you.

Contact our private wealth team

FAQs: Trusts and Tax Planning

What are the main tax advantages of setting up a trust?

Trusts can reduce inheritance tax liability, offer capital gains tax benefits, and provide relief from estate-related taxation, allowing you to protect more of your wealth for future generations.

Yes, certain types of trusts, such as revocable or discretionary trusts, can give you a significant level of control and flexibility over your assets, allowing you to specify conditions and beneficiaries clearly.

You should appoint trustees who you trust implicitly and who demonstrate responsibility, impartiality, and sound financial judgment. They can include family members, friends, or professional advisors.

Depending on the type of trust, they can often be amended or altered to reflect changing family circumstances, financial objectives, or legal requirements, provided the original trust deed allows such flexibility.

After your lifetime, trustees are responsible for administering the trust according to your wishes, handling distribution to beneficiaries, managing assets responsibly, and ensuring compliance with the trust deed and applicable tax regulations.

Don’t take our word for it…