I have an issue with a trust

Vardags can prepare Lifetime trusts as part of your succession planning or Will trusts to protect your assets for young, disabled or vulnerable loved ones. We can also deal with the alteration of existing trusts and offer bespoke advice on the implications of any such alterations, including all applicable tax and general advice, factoring in all the relevant circumstances.

If you are a trustee, it is not uncommon for issues to arise concerning a connected trust. A trustee may be faced with issues such as: a breach of trust claim, dealing with unforeseen tax liabilities, and handling difficult beneficiaries, to name but a few.

Vardags can assist trustees in carrying out their fiduciary duties effectively so as to prevent exposure to litigation. If you are a trustee who has been presented with a breach of trust claim, we can advise you of the defences which may be applicable to your situation.

If you are a beneficiary, you may encounter difficulties related to: obtaining information from trustees, requesting distributions from trustees, speeding up the administration of trusts. and actions for fraud or breach of fiduciary duties. Vardags can offer extensive guidance for beneficiaries in respect to the above issues and more.

Vardags’ private client team are knowledgeable and successful at resolving all manner of issues surrounding trusts. We are innovative and creative problem solvers, dedicated to providing a stellar service to our clients.

Please arrange a meeting with one of our specialised solicitors to find out how we can help.