Cripps Harries Hall

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.

Next steps

For further information please contact Anne Lewis or Simon Leney.

• 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.
• 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.