Trusts – Creation and Management

Trusts can be set up for many different purposes. For example:-

long-term provision of funds for your children and grandchildren
protection of people with disabilities or learning difficulties
Inheritance Tax planning and saving
protection against debt and creditors
provision for your dependants, often involving pensions and life policies
agreements and financial arrangements for jointly owned property
protection against financial claims in the event of divorce or separation
providing benefits for charities

We can help with:-

preparing trust documents
appointing and changing trustees
managing trust investments
keeping trust records and accounts
filing trust tax returns
advising trustees on their duties and responsibilities

Stephen Gallico Solicitors is authorised and regulated by the Solicitors Regulation Authority (Registration number: 386696).
A copy of the Solicitors’ Code of Conduct 2007, which sets out the rules of professional conduct which apply to solicitors, is available on the Solicitors Regulation Authority website: http://www.sra.org.uk.

Our professional indemnity cover is with Zurich Insurance plc of The London Underwriting Centre, 3 Minster Court, Mincing Lane, London EC3R 7DD. The territorial cover of our policy is worldwide.