Cripps Harries Hall

Trust creation

Trusts were invented centuries ago but still have many uses, particularly as an effective and flexible way of passing assets down through generations.

Creating a trust can provide significant advantages to those who benefit under it. Care is needed to choose the right sort of trust and to word it in such a way that it carries out your wishes and is flexible enough to accommodate change.

What we do

We guide you through the options and explain the practical and tax implications of creating the different types of trust. You benefit from our considerable experience of managing trusts.

We set up trusts to maximise the benefit of life policy proceeds, or of lump sum death benefits under private or company pensions.

If you need a professional trustee, you can use Cripps Trust Corporation (CTC) which we set up to provide executorship and trustee services.  Using CTC provides continuity, independence and professional administration, and can avoid family arguments.

We deal with all formalities - such as checking documents, transferring assets into the trust, and registering the trust where required. We can also deal with tax returns and compliance with legal requirements.

If the best option is the creation of an offshore trust we use our contacts to arrange this for you.

Our clients

Our clients include business families, entrepreneurs, senior lawyers and accountants, farmers and senior managers.

Why Cripps Harries Hall?

We are renowned for our expert legal and tax advice, combining the work of lawyers, Chartered Tax Advisers and dedicated trust administrators. We are recommended in independent legal directories.

We create a substantial number of trusts every year and keep ourselves up to date on the never ending developments in trust and tax law.

Browse the navigation on the left hand side of this page to find more information about our Wills and Trusts services - including Contesting a Will, Trust Management and Succession Planning.

Next steps

For further information please contact Anne Lewis or Simon Leney.

 

STEP - UK & Ireland Finalist 2013/2014

Latest news Date
+ Cripps shortlisted for Citywealth Magic Circle Awards
We are delighted to be shortlisted for the Citywealth Magic Circle Awards 2014 for ‘Law Firm of the Year – Regional’ category.
03/03/2014
  • Advising a wealthy client on how to create a disabled person's trust for the benefit of her nephew. This avoided a substantial lifetime charge to inheritance tax without adversely affecting the disabled beneficiary's entitlement to receive benefits.
  • Advising a wealthy client with concerns about a child's financial stability and potential marriage difficulties on how to set up a trust. The child and grandchildren were able to receive a benefit but the client retained control.
  • Making use of the potential inheritance tax saving available by creating a succession of family trusts every 7 years.
  • Established education trusts for grandchildren of numerous clients, as part of our wealth management strategy and planning services.
  • Advising on the setting up of 24 pilot trusts in relation to a SIPP worth in excess of £1m in the context of the overall wealth of the client and implementing.
Name Role Contact
Kate Arnold Associate +44 (0)1892 506 337
Eleanor Black Solicitor +44 (0)1892 506 353
Amanda Chapman Partner +44 (0)1892 506 091
Mary-Anne Gribbon Partner +44 (0)1892 506 012
Stephen Horscroft Solicitor +44 (0)1892 506 341
Jessica Jamieson Associate +44 (0)1892 506 019
Simon Leney Partner +44 (0)1892 506 005
Anne Lewis Partner +44 (0)1892 506 356
Clare Savory Associate +44 (0)1892 506 213
Peter Scott Partner +44 (0)1892 506 292
Chris Wilkinson Partner +44 (0)1892 506 184
Legal updates view all
+ Trust and estate disputes legal update - July 2013
Trust and estate disputes legal update - July 2013
12/07/2013
+ Trust and estate disputes - June 2013
In this edition we look at a recent case we were involved in, Lynda Turner v (1) Richard Phythian (2) Pamela Phythian which you may well have seen reported in the national press.
18/06/2013
+ Trust and estate disputes - June 2013
Trust and estate disputes - June 2013
03/06/2013
+ Trust and estate disputes - May 2013
Trust and estate disputes - May 2013
07/05/2013
+ Trust and estate disputes - April 2013
Trust and estate disputes - April 2013
25/04/2013
+ Will, trust and estate disputes - Legal update - January 2013
Will, trust and estate disputes - Legal update - January 2013
11/01/2013
+ Trust and estates legal update - September 2012
Trust and estates legal update - September 2012
18/09/2012
+ Trust and estates update - December 2011
Trust and estates update - December 2011
21/12/2011
+ Will, trust and estate disputes - October 2011
Legal update October 2011
06/10/2011
+ Trust, estate and Will disputes update - Autumn 2011
In this edition we look at an interesting Will dispute in the case of Barett v Bem & others (2011) EWHC 1247 (Ch) and also consider Shovelar v Lane (2011) EWCA 802, a case that should serve as a warning to executors minded to become involved in Will disputes.
19/09/2011
Guidance view all
+ Client guidance note - Will, trust and estate disputes
Contesting a Will or bringing a claim over a trust or an estate can be distressing and complicated. Our specialists in this field have dealt with just about every conceivable difficulty that might arise and are ready to help you, whether bringing or defending a claim.
02/12/2013
+ A brief guide for trustees
This guide is intended to inform anyone invited to take on the role of trustee. It aims to clarify what is involved in this very special role: the specific duties a trustee must perform and advice on how best to discharge those duties.
02/12/2013
Publications view all
+ CrippsLife issue 18 - Spring 2013
News, views and legal issues
24/05/2013
In the press view all
+ Family Values
A recent high court case highlighted the potential problems which can arise when trustees with conflicting personal interests are appointed to an estate. Simon Leney explains.
01/07/2013
+ Rising legal star Kate Arnold named in prestigious young achievers' list
It's an especially notable achievement in any profession, especially the complex legal field, so associate solicitor Kate Arnold has every reason to be proud.
11/10/2012
+ Legal company in line for awards
Cripps Harries Hall has been short listed as a finalist in two categories at the STEP (The Society for Trust and Estate Practitioners) Private Client Awards 2012 - UK
10/07/2012
+ Finalists revealed for STEP Private Client Awards
Cripps Harries Hall are in the running for at least two accolades for the prestigious STEP Private Client Awards 2012/13.
02/07/2012
+ Saving the kids' inheritance
Most people of a certain age know the expression "spending the kids' inheritance" and a fair number practice it, but passing on wealth to their children is also an ambition for them.
01/12/2011
+ Wills - providing certainty
Wills - providing certainty
01/11/2011
+ Lasting Powers of Attorney - thinking ahead
Lasting Powers of Attorney - thinking ahead
01/10/2011
+ What happens to trusts in a divorce?
The creation of a trust may be a legitimate tool to protect a family's assets, but to what extent are they effective in divorce?
05/01/2011

Key contacts

Simon Leney
Trust creation
+44 (0)1892 506 005
e-mail
Anne Lewis
Trust creation
+44 (0)1892 506 356
e-mail