Specialist service
A trust isn't a product, it's a decision
We work out whether a trust actually solves your problem, compare it with the alternatives and only then bring in a solicitor to draft it.
Is a trust actually the right answer?
The question isn't “which trust”. It's “is a trust the best way to do this and what would I be giving up?” Sometimes the answer is a lifetime trust. Sometimes it's a will trust, an outright gift, or nothing at all yet. We test that before you spend on legal fees.
This may be the right service if
- You are considering a lifetime gift but still want appropriate control
- A beneficiary is young, vulnerable or financially inexperienced
- You have a blended family or competing succession objectives
- You already have a trust that may no longer be working as intended
A different service may be better if
- You only need a trust clause within your will, see Wills & LPAs.
- Your main question is your overall inheritance tax position. See Inheritance Tax & Succession Planning.
- You want a recommendation on a particular investment, pension or insurance product. That belongs with an FCA-authorised adviser.
How it works
1. Work out what the trust needs to achieve
We establish the objective, the people involved, the assets being considered and the control or access you may still need.
2. Compare the options
You receive a written recommendation explaining whether a trust is appropriate, the relevant trade-offs and the intended structure.
3. Coordinate the legal work
If you proceed, we prepare the solicitor brief, source an appropriate solicitor if needed and coordinate the agreed legal work for up to six months.
What is included
- Fact-find and planning objectives
- Comparison against the alternatives, including a gift, will trust or no immediate action
- Tax, control and administration implications
- Clear written recommendation
- Solicitor brief and up to six months’ coordination
What is separate
The £2,995 Repton fee does not include drafting the trust deed, transferring assets, ongoing trustee administration, tax returns or advice on investments held inside the trust. If a deed is needed, we source an appropriate solicitor, obtain a separate fixed-fee quote for your approval and coordinate the legal work. You pay the solicitor directly, with no Repton mark-up.
Fixed Repton fee
One clear fee for the planning and coordination
£2,995 fixed
Includes analysis, written recommendation, solicitor brief and six months’ coordination.
If trust planning is already part of an inheritance tax & Succession Planning or Estate Preservation engagement, there is no second Repton trust-planning fee.
If a deed is needed, we source an appropriate solicitor and obtain a separate fixed-fee quote for your approval. You pay the solicitor directly, with no Repton mark-up and we coordinate the agreed legal work.
Common questions
Our role in trust planning
Repton Estate Planning provides advice on the suitability, tax implications and potential structure of trusts. We do not establish or administer lifetime trusts, provide professional trustee services, or select or appoint trustees. Where a lifetime trust is appropriate, the client separately instructs a suitably qualified solicitor, who is responsible for the legal drafting and establishment of the trust. Repton may assist with the professional brief and coordination of the work.
Repton provides estate-planning and inheritance tax strategy. We don't give regulated investment, pension or insurance advice. Where a regulated product may be relevant, we describe the need and the intended outcome and introduce you to an FCA-authorised adviser who is solely responsible for any personal recommendation.
Get the decision clear before the deed is drafted
A free discussion will confirm whether this is the right service and what would sit outside Repton's fee.
Book a free planning discussion