Private Client

Trusts

Trusts

The creation and operation of trusts Trusts are often feared for being overcomplicated and outmoded. They are not always simple, but they remain important and flexible tools to help with the controlled devolution and preservation of wealth.

We have a long established reputation in the field and regularly advise on the creation and day to day running of trusts for a wide variety of clients including settlors, trustees and beneficiaries of family and charitable trusts. We work closely with clients to ensure their trusts are utilised for maximum benefit. Our advice frequently covers one or more of the following aspects of trust law:

  • Creation of trusts
  • Distribution of trust assets
  • Termination of trusts
  • Tax implications
  • Trustee powers and duties
  • Change of trustees
  • Application to the Court to vary a trust

Our approach is always to consider how useful and appropriate a trust is to individual circumstances. When it ceases to be useful, we advise on a trust’s efficient termination. Administration of trusts Once trusts are up and running, they need to be soundly administered, which includes the preparation of trust accounts and tax returns and adherence to the increasing volume of trust and tax compliance legislation. We seek to ensure that this is done as effectively and efficiently as possible.

Private Client Experts

We understand our clients’ needs and tailor our work to each set of circumstances, providing high quality, cost effective advice. We are a multi disciplinary practice and work collaboratively to provide a comprehensive service over all our practice areas.

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Lara Barton

Partner

Lara Barton

Partner

Mary Elliott

Partner

Mary Elliott

Partner

Jonathan Godwin-Austen

Partner

Jonathan Godwin-Austen

Partner

Julia Richards

Partner

Julia Richards

Partner

Charles Richardson

Partner

Charles Richardson

Partner

Alexandra Sarkis

Partner

Alexandra Sarkis

Partner

Charlotte Simm

Partner

Charlotte Simm

Partner

Lucinda Tite

Partner

Lucinda Tite

Partner

Wilfrid Vernor-Miles

Partner

Wilfrid Vernor-Miles

Partner

Louise Walker

Partner

Louise Walker

Partner

Molly Wills

Partner

Molly Wills

Partner

Robert Wright

Partner

Robert Wright

Partner

Matthew Yates

Partner

Matthew Yates

Partner

David Draisey

Partner

David Draisey

Partner

Richard Kershaw

Partner

Richard Kershaw

Partner

Paul Camfield

Senior Associate

Paul Camfield

Senior Associate

James Mabey

Senior Associate

James Mabey

Senior Associate

Rosemary Milns

Senior Associate

Rosemary Milns

Senior Associate

Katie Martin

Senior Associate

Katie Martin

Senior Associate

Louise Garrett

Associate

Louise Garrett

Associate

Daniel Watson

Associate

Daniel Watson

Associate

Vanina Wittenburg

Associate

Vanina Wittenburg

Associate

Susan Cutts

Trust and Tax Manager

Susan Cutts

Trust and Tax Manager

Richard Dale

Probate Manager

Richard Dale

Probate Manager

Alison Martin

Trust and Tax Manager

Alison Martin

Trust and Tax Manager

Frazer Oldham

Trust and Tax Manager

Frazer Oldham

Trust and Tax Manager

Elizabeth Paterson

Trust and Tax Manager

Elizabeth Paterson

Trust and Tax Manager

Julie Rudd

Trust and Tax Manager

Julie Rudd

Trust and Tax Manager

Kiran Sangha

Trust and Tax Manager

Kiran Sangha

Trust and Tax Manager

Gloria Taviner

Trust and Tax Manager

Gloria Taviner

Trust and Tax Manager

Latest Private Client Headlines

May 13, 2019
Daniel Watson discusses how it is time to treat trusts with neutrality and fairness in the FTAdviser
May 08, 2019
Daniel Watson’s article on the treatment of commonly used trusts published in Taxation
Apr 18, 2019
Daniel Watson examines the recently launched public consultation on the taxation of trusts in Bloomberg BNA
Mar 12, 2019
Whittaker v Hancock
Mar 12, 2019
Probate court fees
Feb 27, 2019
Vanina Wittenburg examines Capital Gains Tax relief for principal private residences in the Official Law Journal for the City of Westminster Law Society
Jan 18, 2019
The end of an era for swearing Oaths and more Probate changes ahead
Jan 14, 2019
The Taxation of Trusts: A Review
Dec 20, 2018
The Government is to restrict the availability of Capital Gains Tax relief for principal private residences from April 2020
Nov 09, 2018
Matthew Yates comments on probate fees to soar to a maximum of £6,000 in the FT, Mail Online UK and This Is Money
The firm is “an outstanding firm” with clients noting being “beyond satisfied with the level of focus and client service provided by Hunters.”

Chambers HNW

“They are a well-established, good, solid private client firm” and “They are technically very good – they know what they are doing. They are really nice to work with. They put the client first.”

Chambers

Sources note that Hetty “is very widely respected in treasure work.”

Chambers & Partners UK 2019

Hetty is described as “empathetic and a good litigator”

Chambers & Partners UK

The team is highlighted by a barrister as: “high visibility in this field”, adding: “They work diligently and are very responsive and an absolute delight to work for.”

Chambers HNW 2018

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