Trust and estates

Thinking about how your loved ones will be looked after when you die is the type of financial planning that’s easy to put off. Our specialist trust and estates team will take you through the process step by step, while you can be assured that you’re working with specialists who deal with complex, emotive issues on a daily basis.


Trusts can play a significant part in tax and estate planning and are a popular way to protect assets within families. In fact, they can be a cost-efficient way of achieving your objectives. Trusts can be used to own trading businesses and property as well as money. We can structure and manage trusts on behalf of you and the trustees.

Probate and estate administration

Ensuring that your family doesn’t have to worry about issues such as dealing with the authorities, passing assets to beneficiaries and making returns to HMRC is our prime objective. We’re able to deal with both personal and business assets, using a multi-disciplinary approach to draw on knowledge from across Moore Kingston Smith. We’ll ensure that any businesses in an estate continue to operate as smoothly as possible, providing reassurance for your loved ones.

To get your own trusts and estates planning started, get in touch with our expert in this field, Stephanie Sharpe.

Stephanie Sharpe works in the firm’s City office, advising private clients in all areas of their tax and intergenerational wealth planning, including family trusts. She forms long-standing relationships with her clients, many of whom have worked with her for decades, introducing the next generations to ease succession. Understanding the family dynamic is important to Stephanie,… Read more

Get in touch

How did you hear about us?