Trusts

Trusts

We have extensive experience of implementing tax planning and asset protection strategies through the medium of trusts. We can deal with all the areas of routine accounting and tax compliance, as well as providing day-to-day administration.

Trust formation
We will recommend the most suitable trust for your needs, arrange for advocates to draw up all trust documentation, and advise on the transfer of assets into trust, including the tax implications and any related tax planning opportunities. We will also assist you in drawing up the letter of wishes, which guides trustees in their future actions. We pride ourselves on providing a personal partner-led service to all our clients, including to individual trustees.

Administration
This includes handling of correspondence, maintenance of bank accounts, administration of investment and property portfolios, monitoring of income, payment of trust distributions and preparation of annual accounts and tax returns.

Offshore trusts
Through our GuernseyGeneva and Zurich offices, we can support your offshore trust needs.

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