Toggle navigation


Trusts can be used as a way of protecting your assets.

They allow for property and assets to be held by trustees for the benefit of one or more individuals - these can be adult or children. These individuals are known as the beneficiaries.

Commonly trusts are set up for assets to be held for the benefit of children until they reach a certain age.

Trusts are taxed independently for income tax, capital gains tax and inheritance tax purposes. This makes them an effective means of separating your estate to avoid tax.

A trust means that you assign responsibility for the finances over to a trustee. Trustees have various duties and powers which are given to them either by the general law, the Trust deed (or Will) or a combination of both. It is essential that a Trustee understands the duties imposed on him and the powers available.

This can be quite a demanding role and you should know what’s involved before agreeing to become a trustee.


97% of our clients would recommend us to a friend
(Ongoing Client Survey)

Thank you again for your help..If anyone requires a solicitor at any time..I will recommend yourselves..for quick and friendly service

Miss N, Chesterfield

The receptionist staff on both days we visited your office were extremely friendly and the whole experience of dealing with Banner Jones was wonderful

T Howard

Mr Barlow was a gentleman on both visits to my home and I would recommend him.

Mrs B, Chesterfield

All is oustanding!

Miss C Chesterfield

I received excellent advice which enabled me to make decisions.

Mrs H, Walton

We’re really grateful for the work you did for us. 10 out of 10!

Mr & Mrs S, Bridlington

Very easy to make appointments, very personal service from all people at Banner Jones, my solicitor was very friendly and put me at ease. If I needed a solicitor again, Banner Jones would be the first on my list.

Mr C, Dronfield

Brilliant service, kept well informed all the way through the process. Would definitely recommend.

Miss H, Nottinghamshire

Independent Financial Advisers

Two Men

We can involve Independent Financial Advisers in our discussions at no extra cost to you

Just ask

Latest News

Get in touch today

Contact us

Talk to our friendly team today on: 0330 017 6309

Sarah  Nadin
Sarah Nadin
Head of Wills & Probate
Email us Request a callback

Talk to our team