What is a Trust?

A Trust is an arrangement whereby assets are transferred to individuals (the trustees) who look after these for the benefit of another person or persons (the beneficiaries).  They can be created during someone’s lifetime or after their death and can take a number of different forms and are established for a variety of reasons.  A few examples of when trusts are established may be to safeguard assets for future members of the family, for tax planning purposes or for the management of assets on behalf of a group of people.  An increasing number of our clients are taking advantage of pilot trusts for flexible long term wealth preservation. Whatever the circumstances of the trust Arnison Heelis can offer specialist advice to help establish the trust that is right for you.

A trustee of a trust also has a number of wide ranging duties in their management of a trust and Arnison Heelis can advise trustees on their role, responsibility and obligations and can assist the trustees in carrying out their duties.

Our experts in this area are Trevor Price, Matthew Rogers and Kendra Winter, who can be contacted by email at 01768 862007 or at law@arnisonheelis.co.uk.

Our Team of experts

Trevor Price

Director
View profile

Trevor Price

Director

Trevor obtained a first class honours degree in history before qualifying as a solicitor in 1987.  He has been at Arnison & Co since 1985 working as a private client lawyer, where he has helped thousands of families and individuals.  His particular interest is in elderly client issues and asset protection and dealing with the more complex probate disputes.

He used to be an avid rock climber before family life intervened but retains a passion for the Lake District.

Trevor is a member of the Solicitors for the Elderly and the Association of Contentious Trusts & Probate Specialists.

Trevor holds the SFE Older Client Care in Practice Award.  He has a clear understanding of the needs of older and vulnerable clients and their families and of the additional considerations that need to be made in dealing with them.

Areas of experience:

  • elderly client issues
  • estate and trust administration
  • wills
  • Court of Protection applications
  • Lasting Powers of Attorney

Matthew Rogers

Director
View profile

Matthew Rogers

Director

Member of the Society of Trust and Estate Practitioners (STEP)

Matthew is the Head of Private Client and supervises this department.  Matthew deals with all aspects of private client work, including wills, succession planning, inheritance tax planning, powers of attorney and advice in connection with trusts, estates and property matters. He has a particular interest in agricultural estates and advising farmers and rural business owners on private client matters.

He has attained the STEP Advanced Certificate in Administration of Estates, the STEP Advanced Certificate in Will Preparation and the STEP Worldwide Excellence Award, December 2017

Kendra Winter

Solicitor
View profile

Kendra Winter

Solicitor

Member of the Society of Trust and Estate Practitioners (STEP)

Born and brought up in Cumbria, Kendra was educated at Queen Elizabeth Grammar School in Penrith before graduating with a LLB (Hons) Law Degree from the University of Leicester.  She obtained a distinction on the Legal Practice Course at the College of Law in Manchester.  Kendra qualified as a solicitor in September 2013 and joined Arnison Heelis in February 2025.

Kendra specialises in private client law and provides advice in relation to wills, estates, trusts, powers of attorney and Court of Protection matters.

Kendra is a full member of STEP (The Society of Trust and Estate Practitioners).  She received a STEP Worldwide Excellence Award in 2018 after gaining the highest mark in the country in the STEP Advanced Certificate in Will Preparation exam. Kendra has also passed the STEP Advanced Certificate in Advising Vulnerable Clients with a distinction.  Kendra is a Full Accredited Member of the Association of Lifetime Lawyers (formerly Solicitors for the Elderly) and is a Dementia Friend.

Outside of work, Kendra enjoys walking in the Lake District and playing golf.