A trust is a legal arrangement where assets such as property, shares or cash are looked after by trustees for the benefit of someone else, often young children or grandchildren. It lets you set aside and protect assets while making sure they are managed responsibly. At Brockbanks Solicitors, our job is to help you identify the right approach for your assets and get all the documentation in place.

Trusts are often used to provide for a husband or wife after death while protecting children’s interests, to safeguard a young person’s inheritance until they’re old enough to manage it, or to provide for a vulnerable relative. They can also help with succession planning in a family business. We’ll listen to your situation and advise whether a trust is the right fit for what you want to achieve.

A lifetime trust, sometimes called a lifetime settlement, takes effect while you are still alive, whereas a will trust comes into effect after your death. Which one suits you depends on your goals and your wider plans for your estate. Brockbanks Solicitors will explain both clearly so you can choose with confidence.

Trustees are the people you appoint to look after the assets held in trust and manage them for the benefit of whoever the trust is set up to help. Choosing trustees you trust is one of the most important decisions in setting up a trust, as they carry real legal responsibility. We can guide you through who to appoint and what their duties involve.

Trusts can be complex, and the right choices depend on your circumstances, which is why expert legal guidance matters. With professional support you can be confident your trust is legally sound and tailored to your wishes. Trusts are often set up alongside a will, and Brockbanks Solicitors can advise on how the two work together as part of your wider planning, working alongside your tax adviser where specialist tax input is needed.

Getting started is as simple as booking an appointment at one of our five offices across Cumbria in Whitehaven, Carlisle, Keswick, Cockermouth or Workington. You can also call our Whitehaven office on 08081 965462 or request a callback through our website. Our experienced trust solicitors will take it from there, so you have peace of mind that everything is handled exactly as you intend.