Setting up a Lifetime Trust

If you require support with setting up a Lifetime Trust to help ensure your assets are passed from one generation to the next, Blacks Solicitors’ Wills & Probate team can help.

Are you worried about Inheritance Tax or Care Fees?

Our expert Wills & Probate team can discuss the full range of options available to you to mitigate your Inheritance Tax or Care Fee liability through bespoke, clear, and cost-effective legal advice.

We can support on all aspects of setting up a Lifetime Trust, as well as management and day to day administration.

There are various advantages to creating Trusts including:

Allowing you to give assets away but retain some control over the destination of the assets held within the Trust

Acting as a useful tax planning tool to reduce the size of your Estate

Trusts can also be used to protect assets from beneficiaries who are not in a suitable position to receive an outright gift.

For more information about lifetime planning, or for a free no obligation discussion, please email Blacks’ Wills & Probate team today or call 0113 207 0000.

What our clients say

Annie Beaumont has been extremely sensitive and supportive to our needs. We do not feel pressured at all as we have in the past with other firms.

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Annie Beaumont and Nick Rhodes are the main individuals I deal with and both have dealt with clients of mine. I can pick the phone up to either of them and get an answer to my questions on behalf of clients, they charge a very reasonable fee for their work and my clients like them and have full confidence in their advice.

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I requested help drawing up new wills for my wife and I. We dealt with Annie Beaumont, and we can’t praise her highly enough for her advice, her friendly and accurate communication and the thoroughly professional and effective way she handled our requirements.

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A personal customer service delivered by professionals who don’t blind you with technical jargon.

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They are approachable and ensure clients understand what they are including in their wills and LPAs. They also seek to assist clients obtain advice on other matters (e.g. tax returns) at what can be challenging times for their clients.

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Very accessible, approachable and always willing to help.

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There is a strong team ethic. So much so that if a key person is off or unavailable then another member of the team is always more than capable of dealing with the matter in hand. This contrasts with other firms where typically individuals have their own work and aren’t able to help if a key person isn’t available.

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Responsive to client queries; competitive pricing. Professional and knowledgeable. Main strengths are client rapport and explaining matters at an appropriate level of technical detail.’

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I engaged with Blacks to prepare my parents wills and LPAs. The service that Blacks offered was both professional and personable. Ultimately it was a very difficult situation for Blacks to deal with but they handled the whole process fantastically well, always on hand to provide advice and ensure that we were all updated every step of the way. I would have no issues in recommending Blacks moving forward, based upon my experiences to date.

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Lucy was incredibly helpful and efficient and it was all sorted and carried out effortlessly and in a friendly manner, which makes the whole situation far more bearable, especially for my Dad. Lucy is an obvious credit to your team.

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I just wanted to say thank you for everything you have done for us. It was a great relief to me when you took on the probate for us and guided us through the process. In the past, we have always found Blacks extremely helpful and professional and this continued with sorting out my mum’s estate. Thank you so very much.

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It has been so good to talk it all over with you. You understand the issues so well and clearly grasp what I want to achieve.

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I’ve had such good service from you once again. It’s good to know that when I get in touch, you will be here and will be able to keep on looking after things for me so well.

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Outstanding service. Your technical knowledge, attention to detail and efficiency have been second to none and without it I am certain that we would not have achieved such a good outcome. The way you have dealt with me as a client has been sympathetic at a difficult time but also you have a friendly, professional and approachable manner meaning I felt I could talk to you about anything and have the confidence that you would have the right answers. I would have no hesitation whatsoever in recommending you to friends, family, colleagues and acquaintances.

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Throughout the process Nick has acted with care, sensitivity and attention to detail. Not all matters have been entirely straightforward but Nick has provided clear and accurate advice, has always been available (even during his holidays) and has dealt with matters promptly and efficiently, whilst always keeping me informed.

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 Nick was very prompt, polite, knowledgeable and patient. He offered us some great advice on how our new will could be drafted to maximise the benefit to our family, whilst taking the interest of our employees into consideration… Based on my experiences, I would have no hesitation in recommending Blacks to anyone looking for quality, efficient legal services.

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I have recently been supported in a legal matter by Nick Rhodes of Blacks Solicitors. He has been professional, efficient and responsive throughout our interaction. His advice has been sound and invaluable through what is a very difficult ongoing process.

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Lucy Rigden was outstandingly efficient and helpful.

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I know nothing about the law. At times like these you need a solicitor who can explain so as to enable a client to make intelligent, rational decisions with appropriate advice. Lucy did all of this for me.

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Lucy – thank you so much for all your help whilst we were over in the UK. It was a pleasure working with you and I would not hesitate to recommend you to any family or friends.

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