Lewes

+44 (0) 1273 480616

London

+44 (0) 20 7024 3600

Search



quote
In terms of their strength and depth, they are absolutely first-class. CHAMBERS UK


 

Trusts

A trust is a uniquely varied and flexible way of holding property.

Although often associated with tax planning, trusts are commonly used as a way of structuring the ownership and management of family wealth across the generations, especially where there are young children or there is a need to balance competing demands between, for example, spouses and stepchildren. They can also be used to safeguard assets from creditors.

We can advise you on the most appropriate type of Trust to satisfy your estate planning needs. We also provide a comprehensive Trust Administration Service to ensure that trusts are administered efficiently and effectively.

   

 

Work scope

  • Creation of trusts whether during someone’s lifetime, through a Will or by a Deed of Variation
  • Tax advice re: trust creation
  • Trust tax compliance including Income/Capital Gains Tax Returns and Inheritance Tax accounts and compliance on 10 Yearly charges and other occasions
  • Trust administration and accounts service
  • Changes of trustee
  • Termination of trusts

Testimonials

Recommendations from CHAMBERS UK independently researched directory

  • “Francis Nation-Dixon acts for a number of landed estates, including the Glyndebourne and Firle estates.  ‘Highly efficient’ head of department Christopher Walker advises on tax planning and trust administration, with a bias towards owner-managed businesses.” 
  • “This full-service firm has an impressive client base in the South and a growing following in London. Recent expansion has strengthened the private client team’s offering on the contentious side.” 
  • “This ‘superb outfit’ attracts considerable acclaim for its work in all aspects of private client work, ranging from inheritance tax planning and will drafting to trust and Court of Protection matters.  The group acts for a growing list of City-based clients, including entrepreneurs, investment bankers and business owner-managers, as well as professionals and media personalities; it also continues to handle work for its traditional landed estate clients.  Christopher Walker heads the department and is a popular choice for clients, who appreciate his ability to ‘explain even the most complicated matters in plain English’.”  
  • “Adams & Remers has a particular focus on advising owners of landed estates in the South, the Lewes-based office of Adams & Remers also offers private client, probate and personal tax advice to a range of high net worth individuals across the region.  Given the team’s property slant, it has particular expertise in the unique requirements of landed estates and farms, including agricultural and heritage property relief, as well as farming partnership issues.”  
  • “Adams & Remers represents a host of landed estates and farms in Sussex and further afield.”  

 

Recommendations from LEGAL 500 independently researched directory

  • “Adams & Remers is noted for its ‘expertise and experience’ in personal tax, trusts and probate; it attracts ‘top-notch work’ and is regularly used in ‘the big cases’. It recently acted on the £7m probate of an agricultural estate, and also assisted an estate in obtaining IHT death in active service relief. Francis Nation-Dixon is active in trusts law.” Legal 500
  • “Adams & Remers delivers a ‘consistently high level of service’, and provides a full personal tax compliance and tax return service as well as handling trust administration.” 
  • “Christopher Walker, Francis Nation-Dixon and Susan Midha make up the team at Adams & Remers. The group recently advised on extensive estate planning work for several high-profile individuals.”  
  • “Francis Nation-Dixon has a City background and considerable expertise in dealing with trusts and landed estates.  Christopher Walker is head of department and advises on all aspects of tax and trusts.”  
  • “Chris Walker and Francis Nation-Dixon are Adams & Remers’ leading individuals.  Highlights include winning instructions on an estate worth over £50m.” 

Cookies