Legal Services

Trust Funds

Trusts are very flexible and can be used for many different purposes. Examples include:

  • Looking after assets for children
  • Looking after disabled or vulnerable relatives
  • Saving Inheritance Tax
  • To avoid care home fees
  • On the award of Personal Injury damages

If you require help setting up a trust fund, or would like to know more please contact Thomson Hayton Winkley through our enquiry form or call our Kendal offices on 01539 721945. We’re always happy to help.

  • What is a Trust Fund? more

    A trust fund is a legal means of looking after assets - such as money, land, property and investments - for people who are unable to themselves. The control of assets is placed with one or more trustees for the benefit of one or more beneficiaries, who will receive the assets.

    It is the role of the trustee or trustees to manage the trust fund and carry out the instructions of the person who set up the trust - known as the 'settlor'. It is the settlor's wishes and instructions which make up the trust, usually stated in their will or in a trust deed.

  • Who can benefit from a Trust Fund? more

    Trusts may be set up by the 'settlor' (the person who sets up the Trust) for a range of reasons, in particular:

    • To protect and manage family assets
    • To reserve assets for young people who are too young to manage their own affairs until such a time that they can manage them legally and effectively
    • In order to leave assets and money on the event of death under the terms of a will
    • To provide money or property to family and loved ones while alive
    • To establish a charity
    • To establish a pension scheme
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Contact Details

Kendal Office: 114–116 Stricklandgate, Kendal , LA9 4QA T: 01539 721945

Windermere Office: 25 Crescent Road, Windermere, LA23 1BJ T: 015394 46585

Kirkby Lonsdale Office: 29 Main Street, Kirkby Lonsdale, LA6 2AH T: 015242 71222

J36 Rural Auction Centre: Crooklands, Milnthorpe, LA7 7FP T: 015395 67571

Financial Services: 114–116 Stricklandgate, Kendal , LA9 4QA T: 01539 815746