Our highly experienced trusts team assists trustees, beneficiaries and their advisers with a variety of trust situations, ensuring that our clients' trust needs and objectives are met.
Trusts are an effective way of managing your wealth now and in the future. Trusts can be used in a variety of circumstances, for example to assist with wealth protection, tax mitigation, long term succession planning or making provision for a disabled relative. They can hold a wide range of assets from property, quoted and unquoted investments to artwork.
We work closely with individuals, trustees, and beneficiaries. We ensure that we understand our clients' needs and objectives, whether they are looking to create a new trust, or they are the trustees or beneficiaries of an existing trust requiring our advice and assistance. We provide straightforward and comprehensive advice on a range of trust matters.
Working with our clients from the start, we help to establish trusts, while also advising on restructuring and varying trusts. We can help to simplify complex trust structures, and advise trustees as to the proper exercise of their duties and powers. If needed we help to manage family trusts on behalf of trustees and assist with changes of trusteeship, including the terms of indemnities.
For trustees and beneficiaries, we provide advice on the taxation of trusts. More specifically we can assist trustees who require advice about their tax reporting obligations, while also advising on tax mitigation opportunities for individuals creating trusts and trustees managing existing trusts.
And if you decide to terminate your trust, we'll help you along the way.
No matter your needs, we've got you covered. Below is a selection of services we offer to help keep you moving forward.
Advising on trust and personal tax implications arising out of a complex real estate financing/development transaction.
Advising the managing partner of a private equity firm, creating a number of trust structures to shelter his assets from inheritance tax.
Acting as independent trustees to solve complex issues of corporate and trust governance following a longstanding contentious trust dispute.
Providing ongoing UK trust, tax, legal, and succession advice to members of an ultra-high-net-worth family and their offshore structures.
Working closely with you, we'll find the best way to get you quickly and easily from where you are to where you want to be.MEET THE WHOLE TEAM
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