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Tax & Trusts

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  • Trust Creation
  • Trust Administration
  • Inheritance Tax Planning
  • Capital Gains Tax
  • Home trusts
  • Elderly Care Planning
  • Court of Protection
  • Deed of Variation


Download our Information Sheets:
Why Create a Trust?


STEP Member: Mandy Potter


Our established Tax and Trusts team advise on a broad range of legal and taxation services to individuals and trustees. Trusts are one of the most effective and flexible means of ensuring the succession and protection of assets and reduction of tax liabilities. They may be created either during an individual's lifetime or under their will.

Bartons' lawyers act for both high networth individuals across the UK and overseas, and for corporate entities in establishing and managing trusts and settlements. They are familiar with handling multi million pound trusts containing large property and share portfolios.

Trusts are effective in:

- Reducing or mitigating exposure to Inheritance Tax
- Reducing or mitigating Capital Gains Tax
- Improving Income Tax position
- Sheltering assets against long term care
- Ensuring succession planning
- Passing assets down the generations in a controlled way
- Protecting against the effects of bankruptcy, divorce or death of family   members
- Protecting against the effects of the remarriage of the other spouse upon   death

Bartons is also unique in establishing trusts for landfill operators to make and maintain financial provisions for the capping and aftercare of landfill sites to ensure that the environment is protected.



Mandy Potter
Sarah Martin


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