Trust Solicitors
Expert Legal Advice for Trust & Trustee Services
Trust & Trustee Legal Services
Trusts are an extremely flexible legal arrangement that can serve many purposes. A Trust would normally be set up by a Settlor as part of their tax efficient estate planning. We advise and act on all aspects of Trust administration. For more details, please see our Trust product
Trusts can be for:
- Protecting assets by isolation from the affairs of the Settlor
- Rendering the assets independently taxed, which might mean less tax
- Avoiding probate and/or care fees in some circumstances
We offer Trustee services through our Trustee Corporation, Hargreaves Mounteney Trustee Company Limited. Our Trustee service is independent, professional, insured and discrete.
How long will it take?
The time taken for our work to conclude depends on precisely what it is we are asked to do. We will always endeavour to complete any work in a timely manner.
Our work is likely to include two elements; setting up the appointment and engaging in carrying out the trust.
Please call us to discuss how we might address your requirements.
Money Matters
Our Trustee Service is likely to include two elements: setting up the appointment, and engaging in carrying out the trustee’s fiduciary duties in relation to the trust. The fee is for undertaking these duties for any part of a 12-month period (i.e. is recurring for ongoing engagements).
Trustee Service (Appointment Holding Service) (£990)
Additional administration (including any deed of appointment we have to produce) is charged at our standard time rates – see our Price List
Your supplier is unregulated Hargreaves Mounteney Trustee Company Limited, that does not charge VAT.
There is more info about our fees here
If you have any questions, require any further information, or would like to engage us on the T&Cs linked Our Terms in the footer below, please don’t hesitate to Contact Us.
Contact our Trust & Trustee Solicitors
Creating a trust or acting as a trustee can be a heavy responsibility, and getting it right is crucial to protect the interests of everyone involved. At Mounteney, our friendly and experienced trust solicitors are here to make the process straightforward, giving you clear advice and practical support every step of the way.
Whether you are considering setting up a trust to safeguard family wealth, planning for inheritance tax, or you have been appointed as a trustee and need help fulfilling your legal duties, the personal solicitors at Mounteney are ready to help.
As a leading firm of solicitors in Stockport, our aim is to give you confidence and peace of mind, so you can be sure that your trust is working exactly as intended. With over 18 years of trusted legal expertise, we support clients across Cheshire and beyond from our local offices in Hazel Grove, Heald Green, Bramhall and Cheadle.
Whether you need ongoing trustee advice or one-off guidance, you can count on our Estate planning solicitors for clear, cost-effective support delivered with a personal touch.
Speak to our approachable team today — call us, email us or visit your nearest Mounteney Solicitors office to find out how we can help you manage your trust responsibilities with confidence and care.
