Life
- Estate administration
- Advice for new parents
- Inheritance Disputes
- Elderly client services
- Getting married again
- Helping someone with dementia
- Inheritance tax
- Lasting powers of attorney
- Making your Will
- STEP
- Trusts
- Deeds of Variation of a Will or Intestacy
- Cross-border inheritance issues
Useful info
Trusts
A trust can be used to protect or control family assets.
Types of trusts vary and can include charity law, gifts to minors, property held for people with disabilities and most commonly of all as a device in Wills, where property is not given outright to someone, but rather given to them for a period of time, or with conditions.
Julie Jewers, Gareth Marland, Helen Dawson and Julie Hutchinson are qualified members of STEP, the Society of Trusts and Estate Practitioners which means that they have the specialist knowledge and expertise to help you with your trusts – whether these are for family provision, providing for a disabled beneficiary, sheltering assets in a more favourable tax regime or protecting the family home for future generations.
We can help by being appointed as trustees or advising trustees or beneficiaries.
For more information on the most commonly found trusts download our Guide to Trusts here.
Call our Life team on 01423 543102
Email Life@berwin.co.uk.
