Our team are experts in all kinds of trusts. We provide our clients with specialist legal and tax advice, combining the work of lawyers, chartered tax advisers and dedicated trust administrators. Trust advice can be part of an overall wealth planning service or stand alone.
Whether you are keen to minimise your exposure to inheritance tax, protect a disabled relative’s finances or create trusts for your grandchildren, we ensure your assets are structured in the best possible way. We can also ensure that proceeds from your life policy and lump sum benefits are maximised in the event of your death.
It is important for us to get to know you and understand your priorities. We sit down, explain the practicalities and tax implications of each type of trust, and discuss the best course of action.
If creating an offshore trust is the best option, we have an international team with extensive experience advising on cross-border tax and succession planning.
You can then leave the formalities to us: we check necessary documentation, transfer assets into the trust, and transfer assets into your new trust. If needed, we can also deal with tax returns as well as making sure you comply with all legal requirements.
If you require a professional trustee or executor, we recommend Cripps Trust Corporation (CTC). This provides continuity, independence and professional trusteeship.