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Trusts

Trusts are used to help you plan for the future - for example, passing your wealth on to children or grandchildren, paying for school fees or a care home, or as part of your tax planning.

We're proactive

We don’t just look after you, we look out for you. That means we bring you insights, advice and keep you up to date on all kinds of legal matters so you can keep ahead.

We’re expert-led

We match a member of the team with the right expertise to every client, who will invest time getting to know you, who will look after your interests and ensure you have access to the whole firm when you need it.

We talk your language

The legal and financial matters might be complex, but we aim to keep things straightforward and explain everything in terms that are relevant to you.

Overview

What are will trusts?

A will trust is something you set up to benefit the people you want to pass on money or possessions to. After your death it will come into effect and the trustees who you have named, are given control over the assets covered by the trust. They must manage the trust on behalf of the beneficiaries of the trust. You can be specific about how much each person gets and when, or you can allow the trustees to decide; it is common to leave a letter of wishes to indicate your thoughts.

What can a will trust be used for?

They can be used in a range of ways, however common uses for trusts include:

paying for your children or grandchildren’s future education
providing resources specifically to care for loved ones who are vulnerable in some way
leaving money or a house to support your spouse from a second marriage while they are still alive, but ensuring that those assets will then go to children from the first marriage after the second spouse has died.

Setting up a trust

Our trusts specialists, including lawyers and tax accountants, can help you use and manage trusts effectively and stay the right side of the regulations. At the outset, we’ll help you decide what type of trust is right for you. We have particular expertise in the creation of:

inheritance planning trusts
discretionary trusts
charitable trusts
personal injury trusts
declarations of trust for a property.

How we can help

If you’d like to meet one of our experts for a confidential, no obligation chat, please get in touch.

We have offices across Cambridgeshire, Essex and Hertfordshire, but we can help you wherever you are in England and Wales.

Tees Law boasts a team of solicitors with deep expertise in various legal fields. This multi-disciplinary approach allows the firm to provide comprehensive solutions tailored to client needs.
Legal 500 UK, 2026

Our trust service

We know that trusts can be difficult and daunting. So our job is to make the process as simple for you as possible. Our services cover:

setting up a trust to do exactly what you need it to do
taking care of the trustees, setting up their appointment and making sure they get clear, tailored advice on how to fulfil their duties under the trust, for example, staying on top of a shifting legal and taxation landscape.
acting as professional trustees
managing the tax liability efficiently
tax submissions are completed on time and accurately
tax efficient ways of making trust distributions
day-to-day administration
managing trustees
winding-up a trust.

Tees also offers independent financial advice and our wealth management colleagues can offer you a seamless service with investment advice, to ensure all your trust affairs are managed efficiently.

Our experience with trusts

Victoria Sweeting

Senior Associate

Private Client

Sarah Walker

Executive Partner

Private Client

Featured insights

Frequently asked questions