Trusts

Protecting your family wealth for future generations

If you are looking to maximise your family wealth and provide for future generations, then trusts can be an excellent way to protect your assets over the long term in a tax efficient manner.

We offer a complete range of trust services, including:

A trust team you can depend on

Come to Graham & Rosen, and you’ll benefit from a personal service, and support from a specialist trust department with an excellent track record in helping clients with asset protection, and providing long term financial security for their families.

The head of our trust department, Philip Evans, is one of the region’s leading trust specialists, with extensive experience and a strong working knowledge of all aspects of trust law, tax, investments and accounts. Philip is an active member of STEP (Society of Trust & Estate Practitioners), the gold standard for trust expertise in the UK.

This means that whatever your trust requirements and family situation, you can come to Graham & Rosen in the confidence that you’ll get the right advice, guidance and hands on support from a firm you can trust.