We offer a fully integrated service to help our clients protect their assets and manage estate and succession planning through various trust structures both in the UK and internationally.
As independent co-trustees we have access to the highest quality of providers in the banking and investment communities to provide our clients with the right solutions in uncertain economic times.
It’s imperative for the trustee to understand the dynamics of the family, including the ages of the various beneficiaries and the different long, medium and short-term objectives. Our preference is to become trusted adviser to the family, investing our time and experience to orchestrate the very best solutions.
By expanding into new markets, we’ve adapted to the changing demands of our international client base. Our development of multi-jurisdictional structures, particularly in the form of private trust companies, has followed the shift in focus from tax to security and confidentiality for many ultra-high-net-worth individuals.
Through our extensive knowledge and expertise of trust structures in the UK and internationally, we can advise settlors, beneficiaries, and trustees regarding the tax implications of using such structures.
We’re able to offer a full range of trust administration services in the UK. These include:
- Acting as co-trustees,
- Advice on trusts and holding structures for tax planning and wealth management,
- Bookkeeping and preparation of annual accounts,
- Arranging the payment of trustee expenses, and general trust administration,
- Accounting for trusts and underlying structures,
- Taxation of trusts, including the preparation of tax returns and correspondence with HMRC,
- Estate tax returns,
- Maintenance of bank accounts,
- Monitoring of income, and
- Administration of investment and property portfolios.
Saffery Trust
Saffery Trust is an independent trust and corporate service provider, offering a full range of non-advisory, sole-trustee, directorships, administrative, and non-accounting focused services.
We start by taking the time to understand each client’s personal, financial, and business goals. This allows us to determine if our UK co-trustee service is the ideal fit for you and your circumstances. If not, our extensive network of trust and corporate service providers, including Saffery Trust, ensures you’ll always have access to the most appropriate solutions tailored to your specific needs.
Get in touch to find out how we can support you.
