Tax, Trust and Estate Solicitors
At Cullimore Dutton, our dedicated tax, trust and estate solicitors can provide much more than your standard service. When you choose us, you’ll receive more security, more protection, and more care.
Planning your financial and property affairs can be daunting, with many aspects and potential complications to consider. Our expert team can help you make key decisions to ensure improved financial stability and security for you and your family.
We will always take a supportive and proactive approach, ensuring that potentially complex processes are made easy and that you have a clear understanding of your options and responsibilities.
We can provide a wide range of support with all matters related to tax, trusts and estates, including:
- Support with the setting up and management of trusts for various purposes
- Tax & estate planning matters, including tax mitigation
- Business succession planning
Get in touch with our tax, trust and estate solicitors in Chester
To access support with trusts, tax and estate planning, please get in touch with our expert solicitors at Cullimore Dutton.
You can give us a call on 01244 356789 or fill out the enquiry form on our home page, and a member of our team will contact you as soon as possible.
Our Tax, Trusts and Estate Service
Trusts
Our expert trust solicitors can help you set up, manage, and reorganise trusts for various purposes. Trusts can be used to protect assets, transfer assets to trustees/ beneficiaries at appropriate times, provide business succession, or implement a tax planning strategy.
At Cullimore Dutton, we can provide legal advice and help you create trusts that work for your circumstances and needs. Our team can also provide assistance with all aspects of trust administration, including advising trustees, the preparation of trust accounts and tax returns, distributions from trusts and the drafting of documents required for the appointment or retirement of trustees.
To discuss how we can help you today, please get in touch with our expert trust solicitors at Cullimore Dutton.
Tax & estate planning
Our specialist team has extensive experience helping clients with estate planning. We can help you organise your estate in a way that suits your needs and reduces inheritance tax liabilities. We can also help you navigate and mitigate capital gains tax.
There are various ways that we can support you with tax planning and estate planning matters, including:
- Helping you to create tax efficient Wills and trusts, to make sure that your assets are distributed as you would like when you pass away and that as much of your wealth is passed on as possible
- Assisting you with strategies for inheritance tax planning, for example, making Lifetime Gifts to family members
- Supporting you to set up Lasting Powers of Attorney so that a loved one can manage your estate if you lose the capacity to do so
For more information about how we can help with tax and estate planning matters, please reach out to our estate lawyers at Cullimore Dutton.
Business succession planning
Our specialist team can help with all manner of business succession planning tasks, depending on your needs. We have worked with a diverse range of business owners, and also have specialist experience supporting farming families and landowners.
For more information, please get in touch with our specialists at Cullimore Dutton.
Why work with Cullimore Dutton?
At Cullimore Dutton, we are one of just a handful of firms that can offer legal and financial advice simultaneously. We believe that our ability to combine both services results in a more holistic approach and improved decision-making for tax, trust and estate planning matters.
Over many years, we have earned an excellent reputation, which we owe to our unparalleled experience and the dedication of our people. We have supported clients with tax, trusts, and estate matters for over 70 years, as well as with Wills and probate matters.
We know that these legal areas can be delicate, and will always handle these tasks with care and sensitivity, ensuring that you can achieve the best outcome for your circumstances and needs.
When you work with Cullimore Dutton, you’ll benefit from more help and more planning, allowing you to live more, and enjoy more.
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Experienced
Our team has more than 70 years’ experience of helping, supporting, and advising clients on their Wills, LPAs, Trusts, Tax and Estates.
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Specialists
Our team are all specialists in this area of law and are either qualified members or working towards membership of STEP (Society of Trust and Estate Practitioners).
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Understanding
We understand the importance of delivering a considerate and approachable service when dealing with sensitive matters at what can often be a difficult time.
Frequently asked questions about tax, trusts, and estates
Succession planning is a process to help individuals and families decide how to pass their wealth on to the next generation. It involves establishing who should receive your wealth once you have passed away, and how this will work.
Succession planning can involve various different tasks, for instance, drafting a Will which outlines who will inherit your wealth, property and other assets. It may also involve setting up trusts and utilising estate planning strategies over time, in order to safeguard your wealth.
In a business context, succession planning refers to planning to pass a business down to the next generation in the family, or selling the business to another appropriate party. Company succession planning includes the tasks and preparations that will eventually support this process.
Solicitors can support clients with succession planning, which usually involves a combination of different tasks and processes, including:
- Drafting a Tax efficient Will
- Utilising estate planning and inheritance tax planning strategies
- Setting up trusts to protect your wealth, transfer assets, and/or to reduce tax liabilities
- Succession planning for family businesses
At Cullimore Dutton, our estate lawyers can support you with all of the above tasks, and more. Please contact us for more information about how we can help with succession planning.
Putting a property into a trust can be an attractive option for many people, as part of a succession planning strategy. There can be several benefits to access, including reducing inheritance tax obligations, and removing the property from the probate process.
However, there are a few disadvantages to putting a property into a trust; these include:
- If you put your property into a trust, you, the settlor, will no longer have direct control; it will be the responsibility of the trustees to handle and manage your property according to the terms of the trust
- Setting up a trust can be an expensive option, and therefore, it may not be viable for everyone
When you work with our expert trust lawyers, we can provide personalised advice, helping you to decide whether or not this is the best option for you.
Get in touch with our tax, trust and estate solicitors in Chester
To access support with trusts, tax and estate planning, please get in touch with our expert solicitors at Cullimore Dutton.
You can give us a call on 01244 356789 or fill out the enquiry form on our home page, and a member of our team will contact you as soon as possible.
Who will work on your matter?
A fully qualified lawyer. Your matter will either be handled or supervised by a solicitor with at least 10 years’ experience in this area of work.
Some areas of work may be supported by our Paralegal team.
Administrative duties will be undertaken by our support staff.
As Head of Private Client, Adele Bebbington-Plant has overall responsibility for the supervision of all work carried out by her team.