Talk to Winns – Solicitors Specialising in Trusts

If you are looking for solicitors specialising in Trusts, have you considered Winn Solicitors as your first call?

Based in the North East but available to consumers across the country, our team is diligent, compassionate, and understanding in its client care and will make sure your wishes are delivered upon. If you’re looking for solicitors specialising in Trusts, give us a call today and have a no obligation chat with one of our team.

Who can help at Winns?

The team at Winn Solicitors holds extensive experience in Wills, Probate and Trusts, as well as a dedicated approach to ensuring our clients’ wishes are met.

Led by Department Head Rebecca Harbron Gray, an outstanding service is delivered to every client who engages with our services. Rebecca has amassed qualifications from Solicitors for the Elderly, STEP, and Cross Border Estates during her near 20-year time span in the sector, making her a valued expert in the field.

Ably supported by Nicola, Josef, and Georgia, we are ready to support you with a service tailored to your unique circumstances.

 

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What is a Trust?

A Trust is method of managing assets (money, investments, land or buildings) for people. There are different Trust types that are taxed differently, but primarily, they are used to control and protect family assets, when the beneficiary is currently too young to receive the assets or is incapacitated. It is possible to use a Trust to pass on assets while you’re still alive and when you die.

 

I had an urgent problem. Rebecca Harbron Gray dealt with it within hours, much to my relief. It is so reassuring to know that someone is so willing to help, and so speedily, when requested. Excellent, professional, proactive service; greatly appreciated.

Mike Turner

 

Who can set up a Trust?

In reality, anyone can set up a Trust if they have assets they wish to have managed and delivered to specific beneficiaries. However, the creation of the relevant document – a declaration of trust – can be incredibly technical. With the need to be careful on the wording too, due to the legal nature of the document, it can prove a daunting prospect to individuals.

However, help is at hand in the form of experienced legal professionals like the team at Winns. They can ensure all relevant information is included and stated in such a way as to create a legally binding document that won’t be open to challenge based on a technicality in the wording. Well-versed in Trust creation, our team, as solicitors specialising in Trusts, is ready to help and deliver your wishes.

Why should someone care about a Trust?

A Trust provides much-needed certainty in respect of future financial matters, allowing you to have peace of mind that you are looking after your loved ones later down the line thus avoiding potential disputes.

If the Trust is intended to cater for after your death, then there will be reassurance in a time when loved ones will be grieving without the need to worry about how an estate is being separated.

If the Trust is intended for distribution while you are still alive, it provides that clarity and confidence that beneficiaries are receiving what they should, when they should.

Either way, having that reassurance for the future should be enough to get you picking up the phone and calling Winns today.

 

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Why should you use solicitors specialising in Trusts?

The process of setting up a Trust is one requiring extensive attention to detail and use of exact wording within the document itself. Although possible to do independently, the use of experienced and diligent legal professionals is often chosen by clients who prefer to have the knowledge that everything is accounted for and put into a format that is unlikely to be challenged in the future based on a technicality.

The team at Winns, with decades of experience, and a compassionate and methodical approach to their work, can offer the expert guidance and support you need to set up a Trust.

 

Rebecca from Wills and Probate was the ultimate professional: polite, considerate, and efficient when dealing with sensitive family issues.

Josie

 

What will happen if I choose Winns to help?

When you instruct Winns to act for you, following a no-obligation discussion of your circumstances, the team will arrange a meeting with you to ask relevant questions about those of your assets which you’d like to be considered in the formation of the Trust.

They will also discuss beneficiaries, what you want each one to receive and when. This discussion will create a clear picture of the content of the Trust and your wishes for it.

This meeting can be done in-person in our offices, remotely via a video chat, or in your home if you’d prefer. Please note if you choose the latter option, there may be an additional charge depending on distances travelled, but our team is happy to help wherever you are.

 

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FAQ

What are settlors, trustees, and beneficiaries?

When discussing Trusts, the settlor is the name given to the person who puts assets into a Trust. The trustee manages the Trust, and the beneficiary is someone who benefits from the Trust.

Do I need a solicitor to set up a Trust?

It is possible to set up a Trust by yourself, but the risk of mistakes and errors that can cause major difficulties further down the line makes this avenue hugely unappealing to most. Due to the technical and specific nature of Trusts, the wording and inclusion of all relevant information is crucial to ensuring your assets are handled in the way you choose.

By relying on the skills and experience of a legal professional, who works in the sector on a day-to-day basis, you have the reassurance that the job is being done and done correctly.

What can I put in a Trust?

When considering what you are putting into your Trust, it is important to think carefully about your choices based on your circumstances. You can include money, investments, land, or buildings in a Trust.

For more information on our Wills, Probate, and Trusts service, and how our dedicated team can help you, follow the link through to our information page and start the process today for a reassuring tomorrow.