Trusts and Estate Planning

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Do you need help to protect your finances for your family?

Our friendly team, in Newcastle upon Tyne and South Shields, can advise as to all aspects of trusts and estate planning. We can advise trustees, beneficiaries and executor/settlers.

Our team will help you set up trusts, transfer assets into trusts and other related tax matters. We can also advise you on how to create trusts in your will and help you to administer existing trusts and settlements.

We can advise you on how to arrange your affairs including lifetime gifts of property, co ownership issues, will writing and trusts. Our team of solicitors in Newcastle will help you to work out your goals and offer options to help you achieve them.

Many of our clients want to ensure that the assets that they have worked so hard to build up over their lifetime, are preserved to be passed down to their loved ones or the next generation.

Our expert team can advise you on the legitimate steps that you can take to preserve as much as possible for your loved ones.

We can advise you on all the possible options to preserve your assets in the event that you may need long-term care by carefully drafted wills, and guiding you through the complex pitfalls of the rules on ‘deliberate deprivation of assets’.

We can give practical advice on:

  • protecting assets in the event of remarriages or relationship breakdown
  • protection of pension and life policy lump sum death benefits

Our caring and friendly approach builds two-way trust, while our knack for putting technical legal language into plain English ensures our clients fully understand the issues and consequences of different courses of action.

Our team in Newcastle and South Shields work closely with trusted independent financial advisors

(IFAs) with regard to trust investments and tax issues. David Gray Partner Cliff Veitch is a member of specialist Solicitors for The Elderly and has vast experience of wills and trusts. If you are not happy with your current advisors or require independent advice on trusts and estate planning contact our team in Newcastle upon Tyne or South Shields.