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Protect what you've built. Pass it on with confidence.

A named solicitor helps you structure trusts and pass on assets in the right order, protecting your family and reducing future tax exposure.

Regulated by the SRA No. 547596
Legal 500 Recognised Leading Firm
A named solicitor The same one, start to finish
4.96 out of 5 From 157 verified reviews

Trusts and succession planning is about deciding, in your own words and on your own terms, how your wealth passes to the next generation. Without a plan, the intestacy rules decide for you, and those rules rarely match what a family actually wants. We help you put structures in place — wills, lifetime trusts, discretionary trusts, family investment arrangements and lasting powers of attorney — so that assets reach the right people at the right time, with tax and future circumstances taken into account.

This matters because the decisions you make now shape what your family inherits, how much of it is lost to inheritance tax, and how protected it is from divorce, creditors or a beneficiary who is too young or too vulnerable to manage a large sum. A well-drafted trust can hold assets for children or grandchildren, provide for a surviving spouse while protecting capital for later generations, and give trustees clear guidance on when and how to release funds.

A named solicitor will sit down with you, understand your family and your assets, and design a structure that fits — then handle the drafting, the tax analysis and the practical steps to put it in place. You will know what has been done, why it has been done that way, and what your executors and trustees will need to do when the time comes. That is the point of planning: to remove doubt now, and to remove pressure from the people you leave behind.

Common questions

Frequently asked questions

Straight answers to what people ask us most. If yours is not here, ask us directly.

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What does Trusts & succession planning involve?
Trusts and succession planning is about deciding, while you still can, how your assets should pass on — who benefits, when, and under what conditions — and putting the right legal structures in place to make that happen. That might involve setting up a trust to protect assets for children or a vulnerable relative, planning around inheritance tax, or making sure a business or property passes smoothly to the next generation. A named solicitor will talk it through with you in plain English and handle the drafting and set-up from start to finish.
How much does Trusts & succession planning cost?
The cost depends on the structure you need — a straightforward lifetime trust is very different from a full succession plan involving business assets, property and family provision — so we give you a clear written quote after an initial conversation, rather than a figure that turns out to be wrong. Most matters are handled on a fixed fee once we understand what is involved, so you know the cost upfront before any work begins. A named solicitor will talk you through the options and what each one would actually cost you.
How long does Trusts & succession planning take?
Most trust and succession planning matters are completed within four to eight weeks, depending on the complexity of your assets, family arrangements, and any tax planning involved. A named solicitor will give you a realistic timeline at your first meeting and keep you updated at each stage, so you always know what happens next and when.
Reviews

What our customers say

★★★★★
My mother's estate had a house, four bank accounts nobody could find and two siblings who were not speaking. It was dealt with in seven months and I did almost none of it.
Helen R.
Executor, Cheshire
★★★★★
I was told what would happen, when it would happen, and then it happened in that order. After a year of everything else going wrong, that mattered more than I can say.
David M.
Executor, Manchester
★★★★★
The inheritance tax position was not what I had assumed. They found two reliefs I had never heard of and explained both in language I could follow.
Priya S.
Executor, Altrincham

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Telephone 0345 901 0445
Office Campaign House, 8 Cecil Road, Hale, Manchester, Cheshire, WA15 9PA

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