Overview

At Rollits, our team has a wealth of experience in creating, administering and terminating trusts. So whether you are setting up a trust, or you are a trustee who needs to understand your obligations, or a beneficiary who needs to know your rights, we can help.

Whatever the structure of your trust, Rollits' experienced team can advise you on all relevant issues to make sure your trust always performs at its best.

Trusts provide a great, tax-efficient way for you and your family to preserve your assets.

Experience and expertise

The team at Rollits ensures every detail is looked after. We can advise on inheritance tax, capital gains tax and income tax issues that may arise, ensuring that trustees are fully prepared in their duties. We can also help beneficiaries to make the most tax-efficient choices in dealing with their entitlements.

Our specialist lawyers can assist with the complex requirements of managing a trust to make sure that your income and assets are where they should be and that payments are made when needed.

Our dedicated trust administrator can work on your behalf, preparing annual accounts, completing tax returns and providing full taxation information to the beneficiaries to ensure that tax compliance and trust law obligations are met.

Services

  • Discretionary Trusts
  • Accumulation and Maintenance Trusts and the Finance Act 2006
  • Life Interest Trusts
  • Will Trusts
  • Pension and Life Assurance Trusts
  • Asset Preservation Trusts
  • Disabled Trusts
  • Special Needs Trusts
  • Personal Injury Trusts

Our team

Get in touch

To discuss our services, please contact us.

Key contact

John Lane
Partner

Direct dial +44 (0)1904 688506

Email john.lane@rollits.com

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