Our experienced team advises on all aspects of trusts including creation, use, variation and termination. Our trusts range from small trusts, perhaps to benefit disabled children, to large trusts to protect family wealth. Our clients are UK and non-UK resident and include private individuals, corporates and international families.
Why establish trusts?
Trusts can be a flexible solution to wealth management or wealth preservation. They can hold all types of assets including cash, shares and land. We advise those creating a trust (‘settlor’), individuals responsible for managing the trust (‘trustees’) and those who can benefit from the trust (‘beneficiaries’). We ensure the trust is compliant with the ever-increasing amount of regulation, appropriate taxes are paid at the right time and payments to beneficiaries are made subject to the terms of the trust.
After taking the time to understand your goals, it may be that a more appropriate solution is an alternative structure, such as a family investment company. This is a long-term tax-efficient vehicle that enables an individual to pass assets out of their estate for inheritance tax (IHT) purposes while retaining control and protecting them.
Call our Private Client enquiry line on +44 (0)1733 887665 and we will put you in touch with a lawyer who can help. Or call one of our Private Client partners below.
Get in touch with us