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Trusts offer a flexible and unique way to protect and structure assets and wealth


ith a history dating back hundreds of years in English law, they are well regarded, tested and accepted in most jurisdictions. Trusts are an effective tool for modern high net worth individuals and their families to protect and manage their wealth today and to guarantee its safe passage within the family and to future generations.

See how our expert solicitors can help you with Trust Management or see below for more information.

What is Trust Management


hey provide effective solutions to tax and estate planning requirements for private clients as well as corporate solutions to businesses and charitable organisations.

Utilising the expertise relevant to our range of professional service disciplines as well as our relationships with legal and investment professionals worldwide, Steve Davies Solicitors can provide a complete wealth management framework using a trust structure.

Our high level of expertise ensures that each individual client’s aspirations are met at all times with efficiency and integrity.

Steve Davies Solicitors makes certain their approach ensures the appropriate form of Trust is created and the correct territory is indentified for both personal and family requirements.

The flexibility of trusts coupled with their high level of confidentiality is two of their most important attractions.

No two clients are ever the same. That is why at Steve Davies Solicitors we pay careful attention and fully understand each client’s requirements. Add Options may include:

  • Discretionary Trust
  • Purpose Trust
  • Charitable Trust
  • Protective Trust

The benefits of a Trust are many:

  • Asset Protection
  • Tax Planning
  • Succession Planning
  • Contingency Planning
  • Creditor Protection
  • Risk Management
  • Confidentiality & Security

Get in touch with Steve Davies Solicitors

Contact Steve Davies Solicitors for more information on 01704 829681

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