Trusts and Estates

We offer a genuine alternative to Solicitors and Banks giving a cost-effective service, with no percentage charges on the value of the assets. Partner in charge, Belinda Morgan is a member of the Society of Trust and Estate Practitioners (STEP). Its always wise to deal with a professional in this complex area

Trusts
Trusts, sometimes called settlements, can be created in your lifetime or as a result of provisions included in your Will. Trusts enable assets to be given away whilst retaining some control over them. Income can be paid to different persons with the capital ultimately going to other persons. We can advise you as to the most suitable trust for your circumstances.

We can assist in establishing the right type of trust to minimise your tax liabilities in yiur given circumstances. We are also happy to be appointed as trustees.

Estates
Following death we can assist in obtaining probate and administer your estate. We provide a knowledgeable point of reference for family following death.
We will seek to minimise the tax liability on an estate and can advise on the use of a Deed of Variation following a death. This has many benefits including a potential reduction in the Inheritance Tax liability and allowing assets to pass down to the next generation.

We can assist in the drawing up of your Will and are happy to be appointed as executors. Equally we would be pleased to assist the family and act as administrators in the case of an intestacy.

For more information call Belinda Morgan (belindam@ckca.co.uk) on 01384 245204 | 07771955578

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