Trusts & Wealth Management

At Griffin Fiduciary, we understand that trusts can play an important role in estate planning, asset protection, succession planning and charitable giving. We help clients identify their objectives and, where appropriate, introduce them to suitably qualified legal and professional advisers who can advise upon and prepare the appropriate trust documentation.

A trust is a legal arrangement under which assets are held and managed by trustees for the benefit of specified beneficiaries or purposes. The appropriate structure and terms will depend upon the client’s individual circumstances and objectives.

We work with clients to understand what they wish to achieve and can assist in bringing together the appropriate professional expertise. Through our network of trusted contacts, clients can be introduced to solicitors, barristers, tax advisers and other specialists as required.

Any legal, tax or regulated financial advice, including the preparation and final approval of trust documentation, is provided by the appropriately qualified professional adviser. Griffin Fiduciary can remain involved in coordinating the process and helping ensure that the client’s objectives are clearly communicated throughout.

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Trusts

At Griffin Fiduciary, we specialise in helping individuals and organisations to create trust deeds that meet their specific needs and goals. Our team consists of qualified lawyers and barristers who can guide you through the process of drafting a legally binding trust deed.

A trust deed is a legal document that outlines the terms of a trust, which is a way to transfer ownership of assets to a trustee who manages them on behalf of the beneficiaries. Trust deeds can be used for a variety of purposes, such as estate planning, asset protection, and charitable giving.

We understand that each client has unique needs and goals when it comes to creating a trust deed, and we offer a range of services to assist with the process. Our team can consult with you to determine your specific requirements and draft custom trust deeds that accurately convey your wishes.

We also provide a thorough review and revision process to ensure that the trust deed meets your needs and goals before final legal review. With our expertise and guidance, you can feel confident in creating a trust deed that protects your assets and benefits your beneficiaries.

Wealth Planning & Professional Introductions

At Griffin Fiduciary, we help clients consider their wider financial and wealth planning objectives and identify the areas in which specialist professional advice may be required. This may include matters relating to property, estate and succession planning, taxation, retirement planning and the wider structuring of personal or family wealth.

Our role is to help clients define their objectives, consider the issues that may need to be addressed and coordinate access to appropriate professional expertise. Where regulated financial advice is required, including advice concerning investments, pensions or regulated financial products, we can introduce clients to an appropriately FCA-authorised financial adviser.

Through our network of trusted professional contacts, we can also introduce solicitors, barristers, accountants, tax advisers and other specialists where appropriate. Griffin Fiduciary can remain involved in coordinating the process, helping clients bring together the different professional disciplines required to address their individual circumstances and objectives.