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Trust Creation & Asset Preservation

    We have just completed a house sale and purchase and this is the second time that Cliff Veitch... has dealt with our affairs. As before, he dealt with both sale and purchase in a very efficient manner and always kept us informed of progress and any issues that arose. His calm and professional manner helped enormously during some of the trickier moments. I can certainly highly recommend him.

    Client testimonial about Cliff Veitch - Property

    May I take this opportunity to thank you for your timely and efficient services, which enabled everything to run so smoothly.

    Client testimonial about Cliff Veitch - Property

    I wish to say how greatly I appreciate all the help and advice you gave me while carrying out this work.

    Client testimonial about Cliff Veitch - Wills

    Thank you so much for all your guidance and support, I have really enjoyed it.

    Client testimonial about Cliff Veitch - Property

    Just wanted to say thank you so much for doing all the work for us for. As usual you do not disappoint and do a fabulous job as always. Thanks

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    You have given me excellent service which I really appreciate. I have used many Solicitors in the past for various things that have let me down on a few things. But your firm have given me the best service and I would like to therefore instruct you again for this matter too.

    Client testimonial about Cliff Veitch - Property

    As all my legal affairs appear to be in order it is time for me to say 'Thank You'. The last 3.5 years since my husband died have not been easy, I'm so grateful for all your patience and understanding, you have helped me on numerous occasions when I couldn't see a way forward.

    Client testimonial about Cliff Veitch - Wills

    Thank you for the excellent service, it was very professional, my requirements were quickly carried out.

    Client testimonial about Cliff Veitch - Wills

    Thanks for doing such a fantastic job with all my mum’s various legal things to sort. Its been very painless and hugely appreciated.

    Client testimonial about Cliff Veitch - Property

    I cannot recommend David Gray highly enough, the staff are always courteous, extremely efficient and diligent. They have been extremely professional, quick and have kept me informed at all times.

    Client testimonial about Matthew Smith - Property

    I would like to express my thanks and gratitude for helping me so efficiently and professionally, it was a great weight off my mind.

    Client testimonial about Cliff Veitch - Wills, probate & trust

    Many thanks for taking us through sorting out our mother’s will and finances so well. ........ I found it quite moving when tidying mum’s papers to find a letter from her to you expressing how much she appreciated all your help. My sister and I would similarly like to say what a difference it makes to have such a professional and friendly service , especially at a difficult time like this.

    Client testimonial about Cliff Veitch - Property

Do you need help protecting your finances for your family?  Do you wish to obtain further advice about whether trust creation and administration is the right option for you?

What is a Trust?

A trust is simply a way of protecting an asset by separating the legal owner from the beneficiary.  A trust can be created with anything of value such as a pension lump sum, a savings account or specific belongings such as jewellery or premium bonds.

Trusts are used to manage and maintain your assets and help in tax planning. It can be one of the most effective ways to protect your family assets.  Trust can also help mitigate tax, protect a family business, make charitable donations or control the distribution of assets over time.

You can make a trust during your lifetime or within a Will.  Our trust solicitors offer advice on the different types of trusts and advise which type best suits your needs.  We can advise on establishing new charitable trusts, administering the trust, appointing trustees or advising trustees on their powers and responsibilities.

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.

Contact us today on 0191 232 9547 to speak to a specialist Solicitor.  We can often provide you with a fixed fee cost which will allow you to move forward with the reassurance of having certainty as to legal costs.

The team specialising in this area of work

  • Solicitor
  • Solicitor