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Trust Solicitors

Our Trust solicitors regularly advise clients on including trusts in their Wills or setting up Trusts during their lifetime.Opal Legal has been recognised as a Top 200 UK Law Firm.

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Our Trusts Service

Clients decide to use trusts for a variety of reasons depending on their personal circumstances. We also advise trustees of existing trusts in relation to complying with their obligations and getting the most out of their trust.

There are different types of trusts. Our expert team will advise you on the options available to you, including, what sorts of trusts may suit your circumstances. We also advise on the tax implications of entering into a specific type of trust. Not all trusts are taxed in the same way.

Our wills, trusts, and probate lawyers regularly advise on and set up the following:

  • Trusts for families with children from different relationships;

  • Trusts to ensure assets pass through the bloodline relatives only;

  • Trusts in Wills for unmarried couples for tax planning purposes;

  • Discretionary trusts to protect assets for a variety of reasons;

  • Trusts to protect vulnerable or disabled beneficiaries

  • Trusts for tax planning purposes;

  • Personal injury trusts;

  • Trusts to protect property;

  • Charitable trusts;

  • Employee Benefit Trust (EBT);

  • Pension trusts;

We also advise trustees of existing trusts on their obligations and responsibilities. We can act as professional trustees and we have our own trust corporation.

Professionals
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Opal Legal Trust Corporation

It is often appropriate to have independent professional Trustees appointed on a trust. This may be due to the value and complexity, or it may be because there are difficult relationships within the family and it is hard to find someone to appoint.

We have formed Opal Legal Trust Corporation for this purpose and Opal Legal Trust Corporation is regularly appointed as an independent Trustee. The trust corporation can call on the expertise of any department within the firm as required, so you know that you are always getting tailored specialist advice when Opal Legal Trust Corporation is appointed.

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Our Approach & Our Experience with Trusts

  • All of our team have done extra qualifications in trust administration and also the tax regime for trusts. We have extensive experience in setting up and managing live trusts. This means that we are aware of the practicalities of running, advising and drafting new trusts.

  • At Opal Legal, our team of Solicitors have acquired the prestigious STEP (Society of Trust and Estate Practitioners) qualification.

  • Our team are highly ranked in The Legal 500 for personal tax, trusts and probate and in Chambers under the high-net-worth category.

  • Bik-ki Wong, Head of our Private Client team, has been recognised as one of the top influential private wealth law lawyers in Manchester 2023 by Business Today, and as one of the best probate and wills lawyers for high-net-worth individuals in the UK in 2023 by Spear's.

  • Our expert Solicitors provide clear advice to clients who would benefit from the use of trusts so that they go away understanding why they are creating a trust and how it will work in practice.

  • We provide the legal requirements you will need for your trusts and we have excellent connections with other experts such as IFAs and tax advisers, thanks to our UK200 Group membership, with whom we can put you in touch.

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Testimonials

"Opal Legal Services has been a lifesaver for me. Their team of experts helped me navigate through a complex legal issue with ease. I highly recommend their services to anyone in need of legal assistance. Thank you, Opal Legal Services!" 

John Smith

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Why Work With Our Wills, Trusts, and Probate Team?

  • We have been ranked as a Top Tier law firm by the Legal 500 for the last seven years, and Opal Legal is recognised as a Top 200 UK law firm.

  • You will have access to Opal Legal's full Wills, Trusts, and Probate experts; we have a large team capable of meeting your deadlines.

  • When dealing with estates, we never forget that we are dealing with a grieving family, so our solicitors are tactile when handling a deceased person's estate.

  • Our Wills, Trusts and Probate lawyers understand that estate administration can be complex, particularly when disputes arise.

  • Our Wills, Trusts, and Probate solicitors appreciate that every person's circumstances are different, and our clients have different attitudes to tax saving and the distribution of their estates, so we take the time to find the best way to achieve our client’s aims.

  • Our holistic approach means we can spot potential tax-saving opportunities the client may need to know. We can also warn where the client's proposals may lead to unexpected tax liabilities.

  • You will receive city-quality trusts, wills, and probate advice at regional prices.

  • We provide a partner-led service to ensure you receive the best legal advice and commercially minded support.

  • Our personal service will prioritise your best interests as we push to fulfil your and your loved one's wishes. We understand the depth of emotion that matters relating to final wishes can hold, so we provide expert advice, support, and understanding.

  • Our full-service law firm operates from a one-site office, so our teams communicate effectively and efficiently, sharing their considerable expertise. We may consult with our family law and property law teams to maintain an efficient and complete service.

  • Our Wills, Trusts and Probate team works closely with our contested wills solicitors to ensure you get expert legal advice from specialist solicitors.

  • We use the latest technology to ensure that we are working as efficiently as possible, and that geographical distance is no bar to us from providing excellent client service.

  • With members of our Wills, Trusts, and Probate team speaking fluent Cantonese, we cater to the requirements of our clients to ensure effective communication when dealing with estates.

  • Look at the Opal Legal Promise for further benefits of working with us here.

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Contact Opal Legal Solicitors

If you have any more questions or would like more information, you can contact our Family Law                                                                                              Solicitors on:

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