Trusts can provide the ideal solution for tax planning and asset protection. Whether they are established on death or by a lifetime gift, our team of experts provide you with a bespoke service on all aspects of trust matters.
Administering a trust requires both professional expertise in relation to trustees' issues and personal understanding of the beneficiaries' individual circumstances. Our dedicated trust administration team will ensure you take full advantage of the protection inherent in trusts to benefit future generations.
Our areas of expertise
- Establishing trusts
- Ongoing administration
- Registration of trusts with the Trusts Registration Service and ensuring compliance under FATCA
- Preparation of a suitable investment policy with your investment advisers and monitoring investment performance
- Taxation of trusts
- Winding up trust arrangements