Trusts can be used to protect your wealth for surviving members of the family following your death. They can be used to define various shares in property. They can also be used for charitable purposes or simply as a means to support someone who may be in financial difficulties or may simply not understand how to deal with money. Trusts can be set up by Deed during a client’s lifetime or by their Will which comes into being on their death.

There are a range of different trusts available, including:

Discretionary Trusts

This is where cash or other assets are put in trust for two or more people so there are a number of beneficiaries who can benefit at the Trustee’s discretion. There can be a principal beneficiary and not all potential beneficiaries will receive a benefit. Clients are encouraged to give guidance to the Trustees in a letter of wishes.

Discretionary Trusts are useful for holding assets out of a client’s estate and have their own Inheritance Tax Nil threshold and tax return.

Life Interest Trusts

This Trust can protect part of your home from residential care home fees. It is often used in Wills where the person making the Will wishes to provide for a spouse of a second marriage to receive income from an asset or property whilst preserving the actual asset or property for the benefit of someone else at a later date. The second spouse would then be able to remain living in the home on the basis that the house is passed to the children of the first marriage on death of the second spouse.

Declarations of Trust

These are used to define interests in land or property where perhaps one party has put more into the purchase than the other. This document sets out how the eventual sale proceeds should be divided.

Our Team

  • Amber O’Connor

    Amber O’Connor


    Tel: +44 (0) 1306 502290

    Office: Dorking Office

    Email: Amber O’Connor

  • Mehboob Dharamsi

    Mehboob Dharamsi


    Tel: +44 (0) 1932 588579

    Office: Cobham Office

    Email: Mehboob Dharamsi

  • Jenna Hopkins

    Jenna Hopkins


    Tel: +44 (0) 1483 411525

    Office: Godalming Office

    Email: Jenna Hopkins

  • Diane Sumpter

    Diane Sumpter

    Senior Associate and Chartered Legal Executive

    Tel: +44 (0)1306 502235

    Office: Dorking Office

    Email: Diane Sumpter

  • Victoria Evans

    Victoria Evans

    Senior Associate Solicitor

    Tel: +44 (0) 1483 411512

    Office: Godalming Office

    Email: Victoria Evans

  • Elizabeth Muston

    Elizabeth Muston

    Associate Solicitor

    Tel: +44 (0)1306 502203

    Office: Dorking Office

    Email: Elizabeth Muston

  • Joanna Pashley

    Joanna Pashley

    Senior Associate

    Tel: +44 (0)1306 502959

    Office: Dorking Office

    Email: Joanna Pashley

  • Megan Lawless

    Megan Lawless

    Associate Solicitor

    Tel: +44 (0)1306 502326

    Office: Dorking Office

    Email: Megan Lawless

  • Lucy Whittam

    Lucy Whittam

    Associate Solicitor

    Tel: +44 (0) 1306 502962

    Office: Dorking Office

    Email: Lucy Whittam

  • Liz Dalgetty

    Liz Dalgetty

    Consultant Solicitor & Notary Public

    Tel: +44 (0) 1306 502251

    Office: Dorking Office

    Email: Liz Dalgetty

  • Tim Hughes

    Tim Hughes

    Consultant Solicitor

    Tel: +44 (0) 1306 502212

    Office: Dorking Office

    Email: Tim Hughes

  • Sarah Noake

    Sarah Noake

    Consultant Solicitor

    Tel: +44 (0) 1932 588568

    Office: Cobham Office

    Email: Sarah Noake