Trusts and Charities

Trusts are not just for the rich and famous, but offer a practical way of making gifts to the next generation whilst ensuring that capital is protected for the longer term. If you would like to discuss how trusts could work for you, call JMW’s team of knowledgeable lawyers and they will help you work out the best way forward for you.

Find out more about creating a charity.

A Gift Into Trust

Parents will often want to help their children purchase their first home or set up a business, but don’t feel comfortable making a large gift directly to their children. A gift into a trust can be a half-way solution, because it:

  • allows the value to be removed from your estate
  • allows you to retain some control over the assets by appointing yourself as one of the trustees

Making a gift into trust can help mitigate inheritance tax and capital gains tax, but if done incorrectly, can actually result in extra tax having to be paid. Our team of advisers are here to help you work out the most efficient and effective way of setting up your trust, and can take away the administrative headache of the ongoing administration, including dealing with HMRC.


Our team is recommended by charity websites as experts in drafting trusts for families who have children with special needs, allowing the family to know that the children will be financially secure if the worst should happen.

We are also experienced in the creation of charitable trusts, including dealing with the registration process at the Charity Commission.

Get in touch

Whatever your situation, if you are considering setting up a trust give JMW a call on 0345 872 6666, or fill in our online enquiry form and we will get back to you.

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Call us now on 0345 872 6666 for advice on Wills and Trusts
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