Creating trusts to safeguard your wealth
A well-structured trust can be a powerful tool to protect your assets, reduce tax exposure, and ensure your family is provided for long into the future. At Graham & Rosen, our specialist team is here to help you navigate the complexities of trust creation, offering expert advice tailored to your unique needs. Whether you’re planning to secure your family home, support a vulnerable loved one, or leave a lasting charitable legacy, we’ll guide you every step of the way.
Our Trust Creation Services
Our experienced team can create a range of trust deeds designed to meet a variety of personal and financial circumstances. We offer support in establishing the following types of trusts:
Why Set Up a Trust?
Trusts manage and control how assets are distributed, providing flexibility and security for a variety of situations. They can help protect family wealth from creditors, divorce settlements, and care costs, and reduce inheritance tax liabilities. Above all, trusts ensure assets are passed on in accordance with your wishes, giving you peace of mind that your legacy is secure.
Why Choose Us?
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 take the time to listen and understand your unique needs, offering bespoke solutions tailored to your family’s circumstances.
Our team has years of experience creating trusts of all kinds, ensuring your assets are protected and your wishes are accurately reflected.
We handle every aspect of the trust creation process with meticulous care, ensuring the trust deed is legally sound and precisely aligned with your goals.
Once your trust is set up, we’re here to provide continued advice and support, adapting the trust to reflect any changes in your situation.
Tailored Trust Solutions
At Graham & Rosen, we make the trust creation process straightforward and stress-free. After fully understanding your financial situation and long-term goals, we’ll recommend the most suitable type of trust to achieve your objectives, and create a clear, legally robust trust deed that reflects your intentions. Our focus is on helping you protect what matters most. Whether you’re looking to create a simple trust for a specific asset or need a complex structure to manage a large estate, our team provides expert support and guidance.
Over 37 Years
Here for you
Contact Us
We bring city-centre expertise to your local community, and with offices across East Yorkshire, you don’t have to travel far to get the high-quality legal support you need. Reach out today to speak with our friendly, professional trust team, and start planning for your family’s future with confidence.