Trusts
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
Send us a message
“Trusts can become problematic if you don’t get expert legal advice – get in touch with our specialist team today.”
Jeremy Allen
Head of Trusts
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Posted 30 July 2026
I had a very positive experience with George at Rothera Bray Solicitors as he provided me with very good advice, coupled with a prompt and relaible service.
Paul Brady
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Posted 30 July 2026
Couldn’t ask for better, highly recommend Rothera Bray, Emily, Skyler and Monique (Barrister) were all very helpful and the best outcome was achieved. I will definitely be back for future services even though it was a very quick process with Rothera Bray, they were very professional and supportive. Thank you again for all your advice and support.
Charlotte Oakley
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Posted 29 July 2026
I did my will at Rothera Bray solicitors Beeston, Azeem was very professional, friendly and helpful. I would like to thank him and the rest of the team.
Raymond Handley
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Posted 29 July 2026
A big thank you to Sara Odedra for all her help with the sale of our house. She was always friendly, easy to deal with and kept us informed every step of the way. Whenever we had a question, she got back to us quickly and nothing ever felt like too much trouble. We really appreciated all the hard work she put in and would happily recommend Sara to anyone.
Vikram G
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Posted 29 July 2026
Thank you for all your support and guidance throughout this matter. I really appreciate everything you have done to help bring this to a conclusion.
Mr G
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Posted 29 July 2026
Marika Whiteman took over our case, she was on the ball, she kept us informed every step of the way, she was very helpful, friendly and explained things to us, she got the sale through.
Roz
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Posted 29 July 2026
My experience working with Rothera Bray and in particular Nelissa was outstanding. I felt very supportive at a very difficult time, they showed compassion and empathy throughout the process. They made me feel like I could ask any question without feeling stupid and provided clear guidance and communication.
Sharon Dunstan
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Posted 29 July 2026
We received a great experience during what could have been a stressful house sale. Sabita and Catherine were proactive and ensured that we fully understood the process which was managed efficiently and effectively. Would absolutely recommend.
Anne Billings
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Posted 28 July 2026
Thankyou for all of your help that you have done throughout the sale. The experience of working with Laura and Lisa has been nothing but positive in selling the property. After using other firms in the past, Rothera Bray made the process the most simple with strong communication and helped throughout.
Thomas Cruickshank
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Posted 27 July 2026
I was fortunate enough to have Laura Runcak look after what was a complicated and lengthy house sale and purchase. Laura was exceptional - professional, friendly, patient and always available to answer questions. Lisa Rainbow was also incredibly helpful. I would have no hesitation in recommending both Laura and Lisa.
Mike
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Posted 27 July 2026
Buying my first home was very daunting but Fatima Altaf was there for me along the journey. It meant a lot to have someone there to assist me through the process and be able to get me onto the property ladder.
Ben Stacey
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Posted 27 July 2026
Buying and selling a home requires a dedicated team, professional, congruent and great communication tools. I have to say the best teams in every legal matter service I've taken, all positive. Even when technology, and legal housing changes one thing remains, a professional, proficient, people orientated company. Highly recommend. Thank you team conveyancing Carol and Gail for being compassionate, professional and kind.
Nik
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.
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
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
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
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 & 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
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.
Laura Clare
Managing Associate
Laura Clare is a Managing Associate at Rothera Bray’s Derby office and specialises in advising clients in relation to Wills, Powers of Attorney, Inheritance Tax Planning and Estate Administrations and Trust Creation and Administrations.
Mark Hopper
Managing Associate
Mark Hopper is a Managing Associate in Rothera Bray’s Wills and Probate team and specialises in the administration of taxable estates and trusts, and the drafting of Wills involving the use of trusts.
Eleanor Robinson
Managing Associate
Eleanor Robinson is a Wills, Probate and Trusts specialist at and is based at our West Bridgford office.
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
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
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.
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.
Amy Goodwin
Associate Solicitor
Amy Goodwin is an Associate in Rothera Bray’s Wills and Probate team and is based at our Derby office.
Ed Granger
Associate Solicitor
Ed is an associate solicitor in the firm’s specialist trusts team. He is based at our Lace Market office.
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
Associate Solicitor
Rebecca is an Associate Solicitor in our Wills & Probate team based at our Leicester office.
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.
Laura Windsor
Associate Chartered Legal Executive
Laura Windsor is an Associate Chartered Legal Executive in Rothera Bray’s Wills and Probate department and is based at our Beeston office.
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
Solicitor
Toby is a Solicitor in the firms specialist Trusts team. He is based at our Lace Market office.
Talita Fantauzzi
Solicitor
Talita Fantauzzi is a Solicitor in Rothera Bray’s Wills and Probate department and is based at our Nottingham office.
Rebecca Holmes
Legal Executive
Rebecca is a Legal Executive in our Wills & Probate team. She is based at our Lace Market office.
Azeem Iqbal
Solicitor
Azeem Iqbal is a solicitor in Rothera Bray’s Wills and Probate team and is based at our Beeston office.
Brett James
Private Client Executive
Brett James is a Wills and Probate Private Client Executive at Rothera Bray Solicitors and is based at our Lace Market, Nottingham office.
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.
Priya Navsaria
Solicitor
Priya Navsaria is a solicitor in the Wills and Probate team and is based at our Leicester office.
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
Legal Executive
Alison Richardson is a member of the wills, trust & probate team based at our Mapperley branch.
Morgan Bramley
Trainee Solicitor
Morgan is a Trainee Solicitor in our Private Client department and is based at the Mapperley office.
Isabelle Cartwright
Trainee Solicitor
Isabelle Cartwright is a Trainee Solicitor in Rothera Bray’s Wills and Probate department and is based at our Loughborough office.
Sabita Kandel
Trainee Solicitor
Sabita Kandel is a Trainee Solicitor in Rothera Bray’s Wills and Probate team and is based at our Beeston office.
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
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. She’s based at our West Bridgford branch.
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
Senior Paralegal
Hollie Moore is a Senior Paralegal in Rothera Bray’s Wills and Probate department and is based at our Mapperley office.
Emma Seaton
Senior Paralegal
Emma Seaton is a Senior Paralegal in Rothera Bray’s Wills and Probate team and is based at our Mapperley office.
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
Paralegal
Beth Ashton is a Paralegal in Rothera Bray’s Wills and Probate department and is based at our Derby Office.
Patrycja Cioch
Paralegal
Patrycja Cioch is a Paralegal in Rothera Bray’s Wills and Probate team and is based at our Market Harborough office.
Kate Dawes
Paralegal
Kate Dawes is a Paralegal in our Wills and Probate department and is based at our Leicester office.
Amy Emmerson
Paralegal
Amy Emmerson is a Paralegal in Rothera Bray’s Wills and Probate team and is based at our Beeston office.
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.
Kathryn Lane
Paralegal
Kathryn Lane is a Paralegal in Rothera Bray’s Wills and Probate department and is based at our Loughborough office.
Elaine Langley
Paralegal
Elaine is a Paralegal in the Wills and Probate department based at the West Bridgford office.
Morgan McGahan
Paralegal
Morgan is a Paralegal in our Wills and Probate department and is based at our West Bridgford office.
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.
Gill Subbarao
Paralegal
Gill Subbarao is a Paralegal in Rothera Bray’s Wills and Probate department and is based at our Mapperley office.
Hannah Walker
Paralegal
Hannah Walker is a Paralegal in Rothera Bray’s Wills and Probate team and is based at our West Bridgford office.
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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