Our team are experts in all kinds of trusts. We provide our clients with specialist legal and tax advice, combining the work of lawyers, chartered tax advisers and dedicated trust administrators. Trust advice can be part of an overall wealth planning service or stand alone.
Whether you are keen to minimise your exposure to inheritance tax, protect a disabled relative’s finances or create trusts for your grandchildren, we ensure your assets are structured in the best possible way. We can also ensure that proceeds from your life policy and lump sum benefits are maximised in the event of your death.
It is important for us to get to know you and understand your priorities. We sit down, explain the practicalities and tax implications of each type of trust, and discuss the best course of action.
If creating an offshore trust is the best option, we have an international team with extensive experience advising on cross-border tax and succession planning.
You can then leave the formalities to us: we check necessary documentation, transfer assets into the trust, and transfer assets into your new trust. If needed, we can also deal with tax returns as well as making sure you comply with all legal requirements.
If you require a professional trustee or executor, we recommend Cripps Pemberton Greenish Trust Corporation (CTC). This provides continuity, independence and professional trusteeship.
Peter Scott is a wealth preservation specialist who commands respect in the private client market.
“I find his level of service and knowledge to be outstanding. He displays admirable calm in the face of antagonism.” (Simon Leney)
Cripps Pemberton Greenish is a ‘go-to firm’ for tax, trusts and probate work.
“Responsive, clear in their understanding of client needs, sharp in their knowledge of the relevant law and clear in their advice, polished and highly professional.”
Superlative service: “I find their level of service to be good, with timely responses and sound, appropriate advice.”
Cripps LLP’s first-rate’ practice gives ‘pragmatic advice’ in all areas of personal tax, trusts and probate.
“A dynamic and highly commercial firm that understands the need to deliver services quickly and accurately.”
“All their lawyers are technically outstanding.”
Cripps Pemberton Greenish has a "very good reputation" for its private client practice, which often handles complex, high-value matters with international aspects.
Sources describe Cripps Pemberton Greenish as "innovative, forward looking and flexible."
Simon Leney is "a very well-respected individual" in the private client field in Kent, and enjoys an excellent reputation among his peers for his advisory practice.
"We have had total confidence in all the advice he has given us and he has made the process as stress-free as possible. I would say Simon is unflappable and has a very calming manner."
Sources highlight him as a "standout individual" for his regular contributions as both a speaker and a writer on trust matters.
"Cripps Pemberton Greenish ‘manages to combine being a commercial outfit while still delivering a very personal and individual service’."
"Cripps Pemberton Greenish has a "very good reputation" for its private client practice, which often handles complex, high-value matters with international aspects."
"I'm very, very impressed with the firm," reports an interviewee, while another praises "the clear professional advice that they offer and the swift responses that they always give."
"Sources also describe them as 'innovative, forward-looking and flexible.'"