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.


Key Contacts

Michael Young

Director 0122 534 0080

Mike Westbrook

Partner 0122 534 0058

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.

Our expertise in this area encompasses:

UK Trusts

  • drafting and setting up offshore and onshore trusts
  • establishing trusts following personal injury proceedings
  • issues arising from the administration and operation of UK trusts
  • taxation issues connected with trusts
  • Trust disputes
  • use of trusts for family financial provision
  • UK trust administration
  • variation of existing trust arrangements
  • winding up of existing trusts

Offshore trusts and corporations

  • advising on holding UK property through an offshore corporation to minimise exposure to UK tax
  • creating excluded property trusts for non-domiciled persons
  • liaising with lawyers and institutions in offshore jurisdictions to ensure the correct and most appropriate structure is put in place
  • matters of English Law and taxation relating to offshore trustees
  • repatriating/breaking up existing offshore trusts for non-domiciled residents in the UK and for those for whom the tax advantages may have been lost


Contact

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