What is a Trust?

Putting your assets in a trust enables you to manage and protect your wealth, whether it’s in the form of property, money or investments, so it can be safely passed on to the next generation or whoever you would like to benefit. The trust is then managed and controlled by your appointed trustees.

You might decide to set up a trust to provide for your children or loved ones; manage compensation received after a personal injury or to reduce the amount of inheritance tax you have to pay. There are various types of trust available depending on who you want to pass your assets to and when you want your beneficiaries to have access to your assets.

Setting up a trust can be a complex affair, and it is important that your trust is precisely worded so that it accurately reflects your needs.

At Rothera Bray we can guide you through the process of making a trust including advising you on your options and suggesting the most appropriate trust for you depending on your circumstances and requirements.

Why use Rothera Bray for Trusts?

You will be assigned a member of our private client team who will work with you to find out more about your situation and your assets in order to provide you with advice tailored to your needs and requirements.

We can advise you on all aspects of trust and trust law including setting up and administering trusts.

We can advise trustees on their responsibilities, risks and duties in the role.

We can help with trust tax planning.

We can advise you on dealing with legacies to children under 18.

We can advise you on asset protection.

We can also advise on taxation of trusts and efficient tax planning, especially in relation to inheritance tax.

We can help you with:

  • Discretionary Trusts
  • Interest in Possession Trusts
  • Bare Trusts
  • Non-resident Trusts
  • Mixed Trusts

 

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Wills, Probate & Trusts Team
Rothera Bray's Private Client Partner Jeremy Allen

Jeremy Allen

Partner & Head of Trusts and Court of Protection

Jeremy Allen is a Wills, Probate and Trusts specialist at Rothera Bray Solicitors and is based at our Lace Market offices in the heart of Nottingham City Centre.

Rothera Bray's Private Client Partner Russell Dalby

Russell Dalby

Partner

Russell is a Partner based at our Market Harborough office and specialises in all areas of Private Client work. He predominantly deals with probate administration and estate planning work – such as advising on Wills, Lasting Powers of Attorney and Inheritance Tax planning.

Ann Farnill, Senior Asspciate in our Wills and Probate department

Ann Farnill

Partner

Ann Farnill is a Partner in Rothera Bray’s Wills, Probate and Trusts department and is based at our Mapperley office. She specialises in Wills, Inheritance Tax planning, Powers of Attorney including acting for lay attorneys, Estate planning and administration.

Nelissa Hicks, Partner in Rothera Bray's Wills and Probate department

Nelissa Hicks

Partner

Nelissa is Partner at Rothera Bray with a demonstrated history of working in the legal services industry. Nelissa has over 20 years’ experience as a Wills, Probate, Tax and Trusts solicitor and is based at our Loughborough office. She is skilled in Inheritance Tax Planning and the Administration of Trusts and Estates.

Martin Witherspoon

Martin Witherspoon

Partner

Martin provides advice and assistance with regard to Wills, Powers of Attorney and administration of estates at our West Bridgford Office.

Kirsten Wood, Partner and Head of Private Client at Rothera Bray

Kirsten Wood

Partner & Head of Wills and Probate

Kirsten Wood leads the firm’s Wills and Probate department and is a partner with over 18 years’ experience specialising in will drafting, tax, trusts, estate administration and lasting powers of attorney.

Melissa Merry, Consultant in our Wills and Probate department

Melissa Merry

Consultant

Melissa Merry is a Consultant in our Wills and Probate department, with over 30 years of experience in private client work. Melissa is based at our Derby city centre branch.

Eleanor Robinson, Senior Associate Solicitor in our Wills and Probate department

Eleanor Robinson

Managing Associate

Eleanor Robinson is a Wills, Probate and Trusts specialist at and is based at our West Bridgford and Loughborough offices.

Sarah Soo, Private Client Managing Associate at Rothera Bray

Sarah Soo

Managing Associate

Sarah Soo is a Wills and Probate specialist at Rothera Bray Solicitors and has specialised in private client work since she began her career. Sarah is currently based at both our Beeston and Nottingham offices.

Amelia Carruthers is a Senior Associate at Rothera Bray Derby.

Amelia Carruthers

Senior Associate Solicitor

Amelia Carruthers is a Senior Associate at Rothera Bray’s Derby office and is experienced in drafting wills, lasting powers of attorney, administering estates and providing tax advice and planning.

Sandra Garvey

Sandra Garvey

Senior Associate

Sandra is a Senior Associate in our Wills & Probate department based at our Market Harborough office and has over 35 years in experience in dealing in all areas of Wills & Probate.

Photo to be added

Julie Graham

Senior Associate Solicitor

Julie is a Senior Associate Solicitor in our Wills and Probate department and is based at our West Bridgford Office.

Carly Harwood, Senior Associate Solicitor in Rothera Bray's Wills and Probate team

Carly Harwood

Senior Associate Solicitor

Carly Harwood is a Senior Associate Solicitor in Rothera Bray’s Wills and Probate department and is based at our Derby office.

Amy Goodwin, Associate Solicitor from Rothera Bray Derby

Amy Goodwin

Associate Solicitor

Amy Goodwin is an Associate in Rothera Bray’s Wills and Probate team and is based at our Derby office.

Sam Hardy, Associate in Rothera Bray's Wills, Probate and Trusts department

Sam Hardy

Associate

Sam is an Associate in Rothera Bray’s Wills, Probate and Trusts department, specialising in trusts and estates administration. He is based at our Market Harborough office.

Rebecca Lee

Rebecca Lee

Associate Solicitor

Rebecca is an Associate Solicitor in our Wills & Probate team based at our Leicester office.

Jasmin Marshall

Jasmin Marshall

Associate Solicitor

Jasmin Marshall is an Associate Solicitor in Rothera Bray’s Wills and Probate department and is based at our Mapperley office.

Rothera Bray's Private Client Executive Libby Birt

Libby Birt

Solicitor

Libby Birt is a Solicitor in Rothera Bray’s Wills and Probate department and is based at our Loughborough office.

Toby Byford

Toby Byford

Solicitor

Toby is a Solicitor in the firms specialist Trusts team. He is based at our Lace Market office.

Talita Fantauzzi, Private Client Solicitor at Rothera Bray

Talita Fantauzzi

Solicitor

Talita Fantauzzi is a Solicitor in Rothera Bray’s Wills and Probate department and is based at our Nottingham office.

Lacey Glover

Lacey Glover

Private Client Executive

Lacey Glover is a Private Client Executive in Rothera Bray’s Wills and Probate department. She is based at our Beeston office but can visit clients across the East Midlands.

Ed Granger

Ed Granger

Solicitor

Ed is a solicitor in the firm’s specialist trusts team. He is based at our Lace Market office.

Rebecca Holmes

Rebecca Holmes

Legal Executive

Rebecca is a Legal Executive in our Wills & Probate team. She is based at our Lace Market office.

Ria Makwana, Wills and Probate Solicitor at Rothera Bray

Ria Makwana

Solicitor

Ria Makwana is a Private Client Solicitor specialising in Wills, Trusts, Estate Planning and Administration, and is based at our Loughborough office.

Sallie Poultney

Sallie Poultney

Private Client Executive

Sallie is a Private Client Executive in the Private Client Department at our Market Harborough office. She advises clients on a range of private client services including Wills, Probate and Lasting Powers of Attorney.

Alison Richardson

Alison Richardson

Legal Executive

Alison Richardson is a member of the wills, trust & probate team based at our Mapperley branch.

Rebekah Royles

Rebekah Royles

Legal Executive

Rebekah Royles is a Legal Executive in Rothera Bray’s Wills and Probate department and is based at our office in Mapperley, Nottingham.

Amanda White, Private Client Executive in our Leicester Wills and Probate team

Amanda White

Private Client Executive

Amanda is a Private Client Executive in the Wills and Probate department at our Leicester office. She advises clients on a range of private client services and has been handling her own caseload since 2014.

Laura WIndsor, Chartered Legal Executive

Laura Windsor

Chartered Legal Executive

Laura Windsor is a Chartered Legal Executive in Rothera Bray’s Wills and Probate department and is based at our Beeston office.

Jack Cooper, Senior Wills and Probate Paralegal. based at Rothera Bray Loughborough

Jack Cooper

Senior Paralegal

Jack Cooper is a Senior Paralegal in Rothera Bray’s Wills and Probate department and is based in Loughborough, Leicestershire.

Anna Guy

Anna Guy

Senior Paralegal

Anna Guy has over 10 years’ experience of working in law firms, and 7 years’ experience of dealing with Wills and Probate matters.

Rochelle Hutton

Rochelle Hutton

Senior Paralegal

Rochelle works in the private client team at the Market Harborough office, having joined the firm in November 2024.

Hollie Moore

Hollie Moore

Senior Paralegal

Hollie Moore is a Senior Paralegal in Rothera Bray’s Wills and Probate department and is based at our Mapperley office.

Sarah Simpson

Sarah Simpson

Senior Paralegal

Sarah is a Senior Paralegal in our Wills & Probate department based at Market Harborough office.

Rothera Bray's Private Client Senior Paralegal Lisa Warren

Lisa Warren

Senior Paralegal

Lisa Warren is a Senior Paralegal in Rothera Bray’s Wills and Probate team and is based in Derby.

Beth Ashton

Beth Ashton

Paralegal

Beth Ashton is a Paralegal in Rothera Bray’s Wills and Probate department and is based at our Derby Office.

Morgan Bramley

Morgan Bramley

Paralegal

Morgan is a Paralegal in our Private Client department and is based at the Mapperley office.

Amy Emmerson, Paralegal at Rothers Bray in the Wills and Probate department

Amy Emmerson

Paralegal

Amy Emmerson is a Paralegal in Rothera Bray’s Wills and Probate team and is based at our Beeston office.

Brett James. Paralegal in Rothera Bray's Private Client Department

Brett James

Paralegal

Brett James is a Wills and Probate Paralegal at Rothera Bray Solicitors and is based at our Lace Market, Nottingham office.

Michelle Kingston

Michelle Kingston

Paralegal

Michelle Kingston is a Paralegal in Rothera Bray’s Wills and Probate department and is based at our Lace Market, Nottingham branch.

Photo to be added

Kathryn Lane

Paralegal

Kathryn Lane is a Paralegal in Rothera Bray’s Wills and Probate department and is based at our Loughborough office.  

Photo to be added

Elaine Langley

Paralegal

Elaine is a Paralegal in the Wills and Probate department based at the West Bridgford office

Morgan McGahan

Morgan McGahan

Paralegal

Morgan is a Paralegal in our Wills and Probate department and is based at our West Bridgford office.

Janet Prentice

Janet Prentice

Paralegal

Janet Prentice is a Paralegal in Rothera Bray’s Wills, Probate and Trusts department and is based at our Lace Market office in the heart of Nottingham city centre.

Photo to be added

Gill Subbarao

Paralegal

Gill Subbarao is a Paralegal in Rothera Bray’s Wills and Probate department and is based at our Mapperley office.

Georgia Weller

Georgia Weller

Paralegal

Georgia is a Paralegal in our Wills and Probate team. She is based at our Market Harborough office.

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