The trust solicitors in our private client team have a deep understanding of the law relating to Trusts and how to use them best as part of your estate and tax planning wealth management. Our team will take the time to identify what success means to you and work with you and your family to achieve your goals. In addition, we will remain by your side throughout the duration of the Trust, advising the Trustees and Beneficiaries to ensure the fund is operated correctly.

How our trust solicitors can help you

Experienced, smart, and practical estate planning advice will ensure your Trust is created and run according to your requirements. Our Private Client lawyers provides specialist advice to clients locally across Wiltshire, Hampshire, and Dorset and throughout England and Wales — from our offices in Salisbury, Fordingbridge, Andover and Amesbury.

What is a Trust?

Trusts involve a person (known as the Settlor) putting money or assets into a legal structure to be controlled by Trustees according to the directions of the Settlor for the benefit of specific individuals (called Beneficiaries). A trust is a legal body in its own right and can be created by a your Will or set up during your lifetime.

You can be confident our trust solicitors will advise you of any implications and discuss alternative options which may better work for you.

How our Trust Solicitors can help you

Our team of trust solicitors have years of experience assisting Settlors, Trustees, and Beneficiaries in all matters relating to Trusts — and in acting as Trustees ourselves.

We can cut through the legal complexities and deliver straightforward, practical advice you can rely on. By instructing us, you can be confident the advice and representation you receive will swiftly provide you with a solution suitable for you creating a lasting family legacy through bespoke succession planning.

In particular, our experienced trust experts can assist you with the following:

· discussing which type of trust suits your personal circumstances best

· advising you on getting the right terms and conditions in the trust

· discussing options to reduce your liability to tax

· making sure that there is no conflict with your will

As trust lawyers, here at Bonallack & Bishop we have particular experience in administration of trusts for beneficiaries with a range of vulnerabilities — including drug and alcohol addiction, mental health problems and brain injuries — as well as for children under the age of 18 and surviving spouses living in the former matrimonial home for the rest of their own lives.

FAQs

Q1. What are your office opening hours?

Our Salisbury and Andover offices are open Monday to Friday from 9am to 5:15pm.

Our Amesbury office is open Monday to Friday from 9am to 5pm.

Our Fordingbridge office is open 9am — 1pm and 2.15pm — 5pm

Q2. Does it matter which solicitor I choose?

Yes — it’s really important to instruct the right solicitor. There are two critical issues to consider when deciding which solicitor is right for you:

1. Are they specialist enough to provide you with the advice you need? Law is getting more complex and it is becoming increasingly important to make sure your solicitor is a genuine expert in your field.
2. Do you feel comfortable talking to them? We understand that appointing a solicitor often happens at stressful times — for example divorce, moving house or dealing with the loss of a loved one. So make sure that the solicitor you choose is someone who you feel able to talk to and who listens to you.

Q3. What is a trust solicitor?

A trust solicitor is a legal expert who creates and manages these kind of funds. They can advise on the benefits of a trust and ensure that you have the right vehicle for your needs.
Trusts can protect money from third parties and provide capital and income to the beneficiaries.