Kingsbridge
01548 855655

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Plymouth
01752 675740

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Totnes
01803 847777

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Bristol
0117 925 6000

Tax & Trusts

List Image
  • 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.

 

Contacts

Mandy Potter
Sarah Martin

 

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