A trust can be a powerful tool if you want to maximise your family wealth and provide for future generations. Helping to safeguard your assets over the long term, shielding them from potential risks, and reducing your tax burden, at Graham & Rosen, we provide peace of mind that your family's financial future is secure.
We help clients across Hull, Cottingham, Welton, and beyond, offering expertise in all aspects of trust and estate planning, including:
From selecting the right type of trust to drafting the necessary legal documents, we create trusts that align with your financial goals and family needs.
We provide comprehensive trust administration services, including asset management, record-keeping, and ensuring timely distributions to beneficiaries.
We offer professional assistance in winding up trusts. This includes the final distribution of assets, settling any remaining obligations, and ensuring all legal and tax requirements are met.
Setting up a charitable trust is a powerful way to support causes close to your heart and make a meaningful, lasting impact on your community.
At Graham & Rosen, you'll benefit from personal service and support from a specialist trust department with an excellent track record helping clients across Hull, Cottingham, and Welton.
Our team comprises some of the region's top trust specialists, bringing extensive experience and deep expertise in all facets of trust law, taxation, investments, and accounting. Our professionals include active members of STEP (Society of Trust & Estate Practitioners) and those working towards this prestigious qualification, recognised as the gold standard for trust expertise in the UK.
Whatever your trust requirements and family situation, we will help you confidently navigate the complexities of trust and estate planning, offering a personalised solution that protects your family's wealth for generations to come.
As a Lexcel-accredited firm, you can be confident in receiving high-quality legal services backed by rigorous standards and a commitment to excellence.
We ensure your trust is set up correctly and effectively, providing a secure foundation for your wealth management and succession planning.
We explain complex legal concepts in straightforward, concise language, helping you make informed decisions about your estate and trust planning.
We recognise that every family and individual has unique circumstances and needs. Our team crafts bespoke trust and estate planning strategies that align with your personal and financial objectives.
Trust and estate planning often involves sensitive personal and financial information. We handle every aspect of your case with the utmost confidentiality and discretion, ensuring your privacy is protected at all times.
At Graham & Rosen, we proudly serve families across Hull, Cottingham, and Welton. As a local firm, we are available for face-to-face meetings, making the process more personal and convenient for you.
We have built our reputation on word-of-mouth referrals and client satisfaction within the community. So, when you choose us, you'll get a solicitor with a solid reputation for excellent service.
Taking the time to get to know you, we thoroughly discuss your requirements and explain your options, with a focus on:
Legal compliance: Trust law is complex. We provide a professionally drafted trust that meets all legal requirements, reducing the risk of disputes, challenges, or invalidation. This can be particularly important in complex family situations or when dealing with significant assets.
Bespoke trust planning: Whether you’re planning for the care of dependents, protecting a family business, or managing wealth distribution over multiple generations, we’ll create a trust that meets your objectives.
Maximising tax efficiency: Our professional trust planners have the expertise to minimise the potential tax burden, ensuring more of your wealth is preserved for your beneficiaries.
Ongoing support where needed: Trust planning isn’t a one-time event. Our trust solicitors offer continued support, ensuring your trust remains effective and up to date. We also provide the flexibility to adjust as needed, keeping your estate plan aligned with your evolving needs and goals.
Perhaps most importantly, when you work with our trust planning solicitors, we provide the peace of mind that comes with knowing your assets are protected, your loved ones are provided for, and your wishes will be honoured.
With offices in Hull, Cottingham, and Welton, we bring the expertise and services of a large city centre estate planning firm to your local community. So you don’t have to travel far to get top-notch legal support.
Just around the corner, ready to assist you, don't hesitate to contact our professional, friendly trust solicitors today.
