Trusts & Tax
We offer a personal tax planning service, which involves advising and organising the most beneficial tax structures for private individuals, trusts and estates. We are committed to providing innovative, secure solutions to clients who entrust us with their personal affairs.
We are also able to call on the offshore expertise of our numerous contacts and colleagues overseas who are experts in offshore tax planning.
Many people think that setting up a trust is the preserve of the wealthy. Although the Government has made a number of changes to the taxation of trusts in recent years, setting up a trust can still be an effective method of ensuring the preservation of assets and the protection of vulnerable beneficiaries.
Our Private Client Department has experience in dealing with the creation and administration of trusts, including applications to vary trust provisions, and the winding-up of trusts. The Team can also advise on the interpretation of the trust documents and trustee’s duties. Within the department, we act as advisor to over 100 trusts.