TRUSTS

You may want to set up a trust for a variety of reasons – to provide for children or a vulnerable adult, to devolve assets in a controlled way, or for inheritance tax purposes. Whatever your aim, our specialists will work with you to understand your needs and deliver bespoke, expert advice.

ON AND OFFSHORE TRUST EXPERTISE

Whether you are looking to set up a new trust, need help with an existing trust, or are a trustee or beneficiary, we have the expertise to guide you. Our team of trust specialists can advise you on forming new trusts and using other vehicles to hold your assets, including family investment companies.

Our trust administrators provide a comprehensive service, including the preparation of trust accounts and tax returns, the appointment and retirement of trustees, arranging distributions to beneficiaries, and supervising the management of investments and other assets held in a trust. When a trust has served its purpose we will arrange its dissolution – advising on any subsequent tax consequences.

Whatever your needs and objectives, we spend time understanding your circumstances. We will always work in partnership with you to ensure your trust solutions protect the interests of you, your family and other beneficiaries – now and in the future.