Trusts Solicitors in Buckinghamshire
Trusts Solicitors in Buckinghamshire – Secure, Tax-Efficient Planning for You and Your Family
Creating a trust is one of the most effective ways to protect your assets, provide for your family, and plan for the future. Whether you want to reduce inheritance tax, safeguard wealth for children, or support vulnerable beneficiaries, trusts give you control over how your estate is used and passed on.
At Davis Law, we provide tailored advice on the creation, management, and use of trusts for individuals, families, and business owners across Buckinghamshire and the UK. Our experienced trusts solicitors will help you understand the best options for your circumstances – offering tax-efficient, legally sound solutions designed to meet your personal goals.
We offer a discreet, professional service and clear, practical guidance in this complex area of law.
What Is a Trust?
A trust is a legal arrangement that allows you (the “settlor”) to give assets – such as money, property, or investments – to another person or group of people (the “trustees”) to hold and manage for the benefit of someone else (the “beneficiaries”).
Trusts can be used during your lifetime or come into effect after death through your will. They are a powerful tool for:
- Protecting wealth for children or grandchildren
- Providing for vulnerable or disabled beneficiaries
- Managing family assets across generations
- Controlling how and when assets are passed on
- Reducing inheritance tax liabilities
- Supporting charitable giving
- Separating business and personal wealth
Our role as your legal advisors is to explain your options, draft the correct trust documents, and ensure the trust is set up and administered properly.
Types of Trusts We Advise On
As experienced private client solicitors, we advise on all major forms of trusts, including:
- Discretionary Trusts – Trustees decide how and when beneficiaries receive money
- Bare Trusts – Beneficiaries are entitled to the trust assets outright
- Life Interest Trusts – A beneficiary receives income from the trust during their lifetime
- Disabled Person’s Trusts – Designed to provide for vulnerable or disabled beneficiaries
- Will Trusts – Trusts created through your will, often used for estate planning
- Charitable Trusts – For philanthropic giving
- Business Property Trusts – Used in estate planning for business owners
We’ll recommend the most appropriate structure based on your goals, the people you want to benefit, and any tax or legal considerations involved.
You may also wish to visit our Wills or Estate Planning pages for related services.
Trust Planning for Families and Individuals
Many of our clients use trusts to support their children or grandchildren while retaining some control over when and how the money is accessed.
Common examples include:
- Leaving money for children to access when they reach a certain age
- Protecting inheritances from divorce or bankruptcy
- Providing for a second spouse while reserving the capital for your children
- Ensuring vulnerable family members are cared for without losing benefit entitlements
- Gifting property or assets while retaining a life interest
We’ll advise on the most suitable arrangement and ensure your wishes are reflected clearly and legally in the trust documentation.
Trust Planning for Business Owners
Trusts can also play a key role in business succession planning and inheritance tax mitigation for company owners. We work with business clients to:
- Transfer shares into trust for future generations
- Use trusts as part of shareholder agreements or business protection planning
- Separate business and personal wealth
- Protect business assets on divorce or death
- Maximise available tax reliefs on business property
We can also work alongside your accountant or financial planner to ensure your wider estate and business strategies align.
Ongoing Trust Administration and Trustee Advice
Setting up a trust is just the beginning. Trustees have legal duties to act in the best interests of the beneficiaries and to manage the trust property properly.
We offer:
- Legal guidance for trustees
- Advice on record-keeping, tax returns, and compliance
- Support with updating or winding up trusts
- Trustee disputes or changes in trusteeship
- Help registering with HMRC’s Trust Registration Service
Whether you’re setting up a new trust or managing an existing one, we provide reassurance and clarity at every stage.
Speak to a Trusts Solicitor in Buckinghamshire Today
Whether you’re planning for the future, protecting your family, or managing an existing trust, our team offers the legal expertise and personal service you need. We work with clients across Buckinghamshire and the UK to create secure, effective trust arrangements with long-term peace of mind.
Contact our trusted Solicitors in Buckinghamshire today, or explore more of our Wills, Trusts & Estates services.
01753 888 776
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FAQs – Trusts Legal Advice
Are trusts only for the wealthy?
Not at all. Trusts are used by many people as part of sensible estate and family planning. They can help with protecting assets, reducing tax, and planning for children.
Do trusts avoid inheritance tax?
Some trusts can help reduce inheritance tax exposure, but not all. We’ll advise you on how your trust will be treated and what reliefs or exemptions may apply.
Can I change a trust after it’s been set up?
It depends on the type of trust. Some are more flexible than others. We’ll advise you on your rights as a settlor or trustee and what changes may be possible.
Do I need a solicitor to set up a trust?
Yes. Trust law is complex, and even small errors can have serious tax or legal consequences. We ensure your trust is set up correctly and in line with your objectives.