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Trusts

Osborne Morris & Morgan > Trusts

Helping you make the best provisions for you and your family in the future, with careful Trust planning


Making provisions for yourself and your family can give you real peace of mind. This is where a trust can be beneficial to securing your future.

A trust enables a person or persons (trustees) to hold property for the benefit for others (beneficiaries) and is usually in the form of a written agreement.

Why set up a Trust?


There are many good reasons for setting up a trust, some of these are below:

  • Personal Injury Compensation – Protect an awarded lump sum and any means-tested state benefits with a Personal Injury Trust
  • Will – A Will Trust is included in a Will and ensures a person’s wishes are carried out.
  • Children – A Lifetime Trust can secure assets for children who are believed to be too young to receive them and reduce your liability to inheritance tax.
  • Tax – To reduce exposure to certain taxes
  • Disability or Illness – To arrange someone else to look after your house and other assets for you.

 

 

What Our Clients Say


  • Eric Morris of Osborne Morris & Morgan is revered for his work and appreciated for being flexible and able to think outside of the box, with excellent communication skills.
  • All my family law matters were dealt with in an efficient & friendly manner. All members of staff were extremely helpful.
  • Osborne Morris & Morgan dealt with my case in a sensitive and thorough manner. The firm is easily accessible, and gave quick responses to my enquiries.
 

We can help you


Our specialist team in Leighton Buzzard can advise on the creation of trusts, as well as all aspects of trust administration, including;

  • Making a Will
  • Inheritance Tax Planning
  • Advance Medical Decisions (Living Wills)
  • Trust Creation & Administration
  • Property Trust Wills
  • Charities

We take the time to get to know you and your affairs and treat every case with great sensitivity and care.

Trust Fund Infographic

We are here to help


At Osborne Morris & Morgan, we are a friendly team of highly experienced legal professionals, who are nationally recognised experts in their fields.  

We can help you with many areas, such as, disputes and divorce, to preparing your Will, and Conveyancing when moving home.

Whatever your needs or circumstances, our solicitors can make a difference.

Speak to our specialist Trusts team today.

Either call us on 01525 378177

or complete the contact form opposite.

 

Send us an email

 

Our Trusts Team



Tim Woolford
Tim Woolford
Managing Partner and Head of Private Client
Sarah Crook
Sarah Crook
Chartered Legal Executive
Nick Rees
Nick Rees
Solicitor
Laura Everitt
Laura Everitt
Solicitor
Paula Jarman
Paula Jarman
Paralegal
Stephanie Hilton
Stephanie Hilton
Paralegal
Lizzy Clarke
Lizzy Clarke
Paralegal
Melissa Lirmanis
Melissa Lirmanis
Administration Assistant

Head of department

Tim Woolford
Tim Woolford
Managing Partner and Head of Private Client
 
Sarah Crook
Sarah Crook
Chartered Legal Executive
 
Laura Everitt
Laura Everitt
Solicitor
 
See all the Trusts Team

Contact Us

Contact a member of the team today

01525 378 177

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  • Eric Morris of Osborne Morris & Morgan is revered for his work and appreciated for being flexible and able to think outside of the box, with excellent communication skills.

    The Chambers & Partners Guide
  • All my family law matters were dealt with in an efficient & friendly manner. All members of staff were extremely helpful.

    Client Testimonial
  • Osborne Morris & Morgan dealt with my case in a sensitive and thorough manner. The firm is easily accessible, and gave quick responses to my enquiries.

    Client Testimonial

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Headway Corporate Supporter Lexcel Law Society Accredited Certainty the National Will Register
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