TRUST ADVICE

Trusts Made Clear

We set up trusts, guide estate plans, and keep records in order. Clear steps for families, owners, and high-net-worth clients.

Rain-damp trust archive room with brass keys, deed boxes and linen folders on stone.

Metric 01

15+

years in trust and estate work

Metric 02

120+

families and owners helped

Metric 03

£250m+

assets and estates reviewed

HOW IT WORKS

Simple Steps, Clear Papers

Set up a trust deed, trustee roles, and funding notes for family or business assets.

Trust deed folder, brass seal, estate keys and ribbon on stone console in warm light

2-week start

Trust Setup

From £950

Set up a trust deed, trustee roles, and funding notes for family or business assets.

Archival trust boxes and a brass timepiece line a pale stone shelf in a calm records room

Monthly or ad hoc

Trust Administration

From £750

Spare brass key settling beside a ribbon-tied consent folder and desk bell on travertine.

1-2 week lead

Trustee Appointment

From £650

Mini Georgian townhouse model with estate keys and blank markers on brushed stone.
01Single review

Estate Planning

From £1,200

Map gifts, wills, and trust links so heirs and executors know the next steps.

Slate tray with sealed envelopes, brass calendar wheel and stone weight in moody light
02Tax-year timing

Inheritance Tax Plan

From £1,450

Review reliefs, gifts, and trust rules to help cut tax risk before key dates.

Open estate file box with sealed folders, key tags and a house paperweight in warm archive light.
03Case by case

Probate Coordination

From £1,100

Help executors gather papers, track steps, and keep estate work moving.

SERVICES

Trust Services For Clear Plans

Tell us about the trust, estate, or probate issue, and we map the work ahead.

Black phone receiver, brass bell and closed notebook on stone, softly lit for an Initial Call step.
01

Initial Call

Tell us about the trust, estate, or probate issue, and we map the work ahead.

Overhead archive bundle with clips and wax seal on pale stone.
02

Review Papers

We check wills, trust deeds, assets, tax points, and who must act.

Brass keys, a house model and blank dividers aligned on pale oak in soft daylight.
03

Set The Plan

You get a clear plan for setup, changes, trustees, and next dates.

Tray with file folder, binder clips, and brass clock on stone, softly side-lit.
04

Keep It Moving

We handle drafts, updates, and handover support until the file is complete.

CASE NOTES

Work For Families And Owners

Initial trust review One planning call Trust deed checklist Beneficiary list check Next-step memo

One-off feeOne-off fee

Starter

From £950

  • Initial trust review
  • One planning call
  • Trust deed checklist
  • Beneficiary list check
  • Next-step memo
Most popularOne-off fee

Signature

From £2,450

  • Starter review included
  • Draft trust deed
  • Trustee duty briefing
  • Inheritance tax notes
  • Succession map call
  • Two redraft rounds
Billed by scopeBilled by scope

Scale

From £4,950

  • Multi-trust setup
  • Ongoing admin calendar
  • Trustee appointment pack
  • Business share notes
  • Executor probate link
  • Family support calls

WHAT CLIENTS SAY

What Clients Say

Trust and share notes kept control in the family before a planned handover.

Brass key sets, sealed handover box and bound folders on a stone console in a Surrey outbuilding office.

Family Business

Family Firm Succession Plan for Surrey Owners

Trust and share notes kept control in the family before a planned handover.

Hallway shelf with archive boxes, deed binder and house keys in warm afternoon light.

Private Client

Two Trusts, One Clean Estate Plan

Georgian hall with probate folders, keys and marble console, captured in a calm motion moment.

Probate

Probate Plan For A London Home

Slate valuation tray with keys and sealed folders on a Dorset stone table above a misty coast

Tax Planning

Inheritance Tax Review For A Dorset Portfolio

Industrial trust archive with ledger boxes, safe, brass clock and transfer folders in moody haze.

Wealth Holder

Trust Admin For A Business Sale

Wax seal, fountain pen, oak opener and trust ledger on dark stone, macro close-up.

Trust setup and review

Amelia Grant

Miniature house, keys and cream tags on a brushed metal tray in a dramatic studio still life.

Succession and family notes

Daniel Okoye

Macro of probate envelopes, date wheel, filing clips and an estate key ring on an archive shelf

Executor support and papers

Priya Shah

Brass balance weights, leather folio, and wax seal arranged on slate in soft daylight.

Inheritance tax planning

Thomas Reed

Proof

Customer notes

Verified

They made the trust steps plain and kept our family on track.

Wax seal, fountain pen, oak opener and trust ledger on dark stone, macro close-up.

Sarah Winfield

Family business owner, Kent

Verified

Clear papers, clear timing, and no loose ends for our trustees.

Miniature house, keys and cream tags on a brushed metal tray in a dramatic studio still life.

Imran Patel

Property investor, London

Verified

The probate plan saved us weeks and kept the heirs informed.

Macro of probate envelopes, date wheel, filing clips and an estate key ring on an archive shelf

Claire Donovan

Executor, Surrey estate

Service area

London & Home Counties

London, Westminster, Kensington, Surrey, Kent, Essex, Hertfordshire, Berkshire

Westminster embankments and the Thames at dawn in mist, with a pale skyline above calm water.

Area 01

London & Home Counties

London, Westminster, Kensington, Surrey, Kent, Essex, Hertfordshire, Berkshire

White chalk cliffs above a misty shingle shore at golden first light on the South East coast.

Area 02

South East England

Brighton, Oxford, Reading, Winchester, Guildford, Maidstone, Southampton

Iron Bridge over the Severn gorge in warm haze, wide calm valley vista.

Area 03

West Midlands

Birmingham, Solihull, Coventry, Warwick, Worcester, Wolverhampton

Mist-filled Lake District tarn beneath a high ridgeline in warm late light.

Area 04

North West England

Manchester, Liverpool, Cheshire, Preston, Warrington, Wilmslow

The Map

Questions

Common Questions

Quick answers before visitors choose a product, service, or next step.

01Do you set up new trusts?+

Yes. We help choose the right trust, draft the deed, and map who does what before signing, so the plan is clear from day one.

02Can you help with trustee changes?+

Yes. We record trustee appointments, resignations, and duty notes so the trust file stays clear and current.

03Do you give inheritance tax advice?+

We review gifts, trust rules, and estate size, then give simple steps to cut avoidable tax risk for UK estates.

04Can you help executors with probate?+

Yes. We coordinate papers, dates, and estate tasks so executors know the next step and miss fewer deadlines.

05Who do you work with?+

We work with families, business owners, and high-net-worth clients across the UK who need trust and estate help.

06How do we start?+

Book a consultation and bring any wills, trust deeds, and asset notes. We will review them and set the plan.

Get Planning Notes

Get short notes on trust setup, tax checks, trustee changes, and probate steps for UK families and business owners.