Four Easy Steps...

Step 1: Complete our online Personal Injury Trust Assessment Form or  download the PDF version and send it to us via e-mail, post or fax. If you have some queries, read our Frequently Asked Questions for some help.

Step 2: Upon receipt of your assessment form we will then assess the viability of a Personal Injury Trust and, if appropriate, contact you to discuss your situation prior to providing a written assessment. In certain circumstances, our Partners are happy to meet with you at your home, or your solicitor's office. If a Personal Injury Trust is viable, we will provide written advice. There is no charge for this stage of our service.

Step 3: If, following consideration of our advice, we are instructed to proceed; we shall establish the Personal Injury Trust in accordance with your requirements.

Personal Injury Trusts are established on a fixed-fee basis and our service includes:

• Arranging a suitably worded Trust Deed.

• Setting up the Trustee Bank Account.

• Informing the Local Benefits agency (if applicable) of the creation of the Trust.

Step 4: Trustee investment advice is available if required. We have a team of specialist Partners who have the knowledge and experience to provide a high quality service. Click here to find out more.

Once a trust has been established, we are also able to help with the completion of trust accounts and submit tax returns to HMRC through Nestor Accountancy Services Ltd who specialise in this area. Click here to find out more.

Help for Solicitors

We are able to supply legal firms with model paragraphs and letters for case management systems, to ensure that clients are advised in writing of their right to establish a Personal Injury Trust. Upon receipt of the Personal Injury Trust assessment form, we will then advise and prepare a free viability report for the client advising them of their situation and the potential implications that their award may have on their entitlement to current and future means tested benefits.

Remember that clients who aren't currently in receipt of state benefits often choose to establish a Personal Injury Trust for many other reasons, including, budgeting, security and the financial consequences of redundancy.

The Financial Services Authority do not regulate taxation or trust advice.