Trust Solicitors

Mary Ireland

Licensed Probate Practitioner / Director
Estate Planning Local Team Lead
Bramhall, 0161 440 0131
Get in Touch
Alice Hendry
Alice Hendry
1755439351
I've had a great experience with Mounteney Solicitors, Anna Beavers in particular. She was efficient at every step. Always happy to answer my questions and highly empathetic, I felt completely looked after. I would definitely recommend.
Robert Bendall
Robert Bendall
1755109001
5 stars for Mounteney Solicitors in Cheadle. Ellie and Anna were brilliant in handling my property sale. I'll be using them again in the future.
Lee Pringle
Lee Pringle
1754328726
Mounteney, and especially Anna Beavers, provided excellent service and were incredibly professional and helpful throughout the process, providing clear guidance/instructions/advice at every juncture. They were wonderfully efficient, kept us updated every step of the way and made the entire experience stress free. I cannot recommend Mounteney (and Anna) highly enough and we will definitely use their services again for any future property transactions.
Tom Parker
Tom Parker
1753256132
I used Mounteney in the purchase of my flat recently. Anna was very friendly, helpful and proactive. Whenever I had a query she was contactable and she was clear in her communication. All correspondence from her side was dealt with promptly. An excellent service.
I am nothing but impressed with the service that Mounteney have provided to me. Specifically Ian McKenna at the Heald Green branch. I obtained a simple fixed fee quote (with entirely predictable disbursements) for a conveyancing process. A few niggles cropped up but Ian advised me through these additional pitfalls and engaged in additional correspondence with the other party's solicitor, without any mention of additional costs. So the highly competitive and surprisingly low fixed fee costing was honoured and the process was streamlined and crystal clear throughout.What was most impressive was that while the other party's solicitor found cause to create significant week long delays in taking action, each time that they contacted Mounteney, then I had an email within hours.Once I had signed then the transfer was complete before I had driven home.If you are looking for absolutely clarity and a streamlined process, then if my experience is anything to go on, you will be in safe hands.I am happy to strongly recommend their service. 5 stars from me!!
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£900 p.a.

Description

Trusts are an extremely flexible legal arrangement that can serve many purposes. A Trust would normally be set up by a Settlor as part of their tax efficient estate planning. We advise and act on all aspects of Trust administration. For more details, please see our Trust product

Trusts can be for:

  • Protecting assets by isolation from the affairs of the Settlor
  • Rendering the assets independently taxed, which might mean less tax
  • Avoiding probate and/or care fees in some circumstances

We offer Trustee services through our Trustee Corporation, Hargreaves Mounteney Trustee Company Limited. Our Trustee service is independent, professional, insured and discrete.

How long will it take?

The time taken for our work to conclude depends on precisely what it is we are asked to do. We will always endeavour to complete any work in a timely manner.

Our work is likely to include two elements; setting up the appointment and engaging in carrying out the trust.

Please call us to discuss how we might address your requirements.

Money Matters

Your supplier is unregulated Hargreaves Mounteney Trustee Company Limited, that does not charge VAT

We charge £900 p.a. for holding the appointment. Additional administration (including any deed of appointment we have to produce) is charged at our standard time rates see Price List

There is more about our fees on our website here

If you have any questions, require any further information, or would like to engage us on the T&Cs linked Our Terms in the footer below, please don’t hesitate to Contact Us.