Trust Creation & Administration

"They're obviously very friendly, collegiate and knowledgeable. They're highly knowledgeable on more complex international cases."

Chambers 2017

"A first-class team - the team advises industrialists, entrepreneurs and landowners."

Legal 500

One of the most effective ways of controlling the succession of assets and reducing tax liabilities is to establish a trust.

We can advise on what type of trust structure is most suitable, when and if it is appropriate to establish a trust and how long it is beneficial to maintain it.

A trust can help to:

  • Mitigate tax
  • Protect a family business
  • Defer children’s inheritance until a specified age
  • Make charitable donations
  • Control the distribution of assets over time
Recent experience

Advice to Individuals:

Working with the owners of significant privately owned family companies to ensure an effective succession to the control and capital value of the business.

Regulatory nuptial arrangements to protect family assets, both before and after a marriage.

Advising non-domiciliaries how best to structure assets before becoming UK resident.

UK advice:

We act for more than 30 landed estates and act as trustees of a considerable number of these.

We have recently provided family constitution advice to a client with a £15m family business and a disparate successor generation.

Our Tax Compliance team has worked with our tax planning Lawyers to develop a comprehensive tax compliance and mitigation service.

Advice to trustees:

We are the sole legal advisers to the trustees of a group of eight family trusts that own significant City property interests and investment portfolios.

Have developed with the trust beneficiaries an agreed understanding of the future for the family wealth and related interests.

Advice to institutional trustees:

Advice regarding the availability of the ‘motive defence’ to mitigate significant beneficiary tax liabilities.

Managing a £50 million distribution of limited partnerships interests.

Negotiating warranties, indemnities and advice as to the conditions on assignment.

Advice to non-UK law firms:

Advising as to best practice for a Liechtenstein Foundation in view of the recent UK/Swiss tax agreement.

Advising as to how best to structure the tax efficient receipt by a UK resident (US citizen) of capital distributions from an existing offshore structure.

TEAM
Sandra Brown
Sandra Brown
Partner
Richard Hedger
Richard Hedger
Partner
Edward Porter
Edward Porter
Partner
Charlotte Coombs
Charlotte Coombs
Senior Associate
Andrew White
Andrew White
Trust Director
Georgie Carter
Georgie Carter
Associate
Elinor Crosbie Dawson
Elinor Crosbie Dawson
Senior Associate
James Frampton
James Frampton
Partner