The UK combines centuries of legal tradition with a forward-looking approach to finance, making it a pivotal hub in the global wealth sector.
Saffery Trust in the UK
Changes to international and UK tax rules in the last decade have made it increasingly attractive for high-net-worth individuals and families based in the UK to settle their wealth in UK trusts.
Always focused on being where our clients need us to be, we identified an opportunity to also provide our award-winning trust and corporate services from the UK, enhancing our international offering.
Our UK offering is led by Dominic Lawton-Smith who joined Saffery Trust in 2023.
Our relationship with Saffery LLP
Saffery LLP is a leading UK accountancy firm established in 1855. Saffery Trust operates entirely independently, and provides a full range of non-advisory, unconflicted, independent sole-trustee, director, administrative, and non-accounting focused services.
As an independent trust and corporate service provider, we have the freedom to work with any intermediary to ensure that our clients have unconflicted access to expert professionals across a broad range of sectors and locations; we provide coordinated support to help our clients and trusts achieve their goals.
Client service
As an award-winning service provider, we are recognised as a top-tier private client trust and corporate firm. Our core values of integrity, excellence, enthusiasm, and collegiality underpin all we do and align our team members across the Saffery Trust Group.
We maintain an exceptionally low client to staff ratio, ensuring personalised care and attention for each client. With an impressive staff retention rate, we offer continuity and stability, aligning with our clients’ long-term succession planning and wealth preservation.
Our highly skilled team members excel in complex wealth structuring solutions while adhering to all regulatory requirements. Global expertise. Tailored to you.
Our UK trust and corporate service
Our UK trust and corporate services bring 50 years of global expertise to UK wealth structuring solutions.
From non-standard luxury assets, digital assets, contentious matters, and multi-jurisdictional wealth management, we specialise in the complex. Our approach offers far-reaching benefits, including robust governance, and asset protection.
Our UK clients benefit from our recognised position as leaders in the private client industry, long-standing relationships with a first-class network of intermediaries, and our in-depth understanding of UK regulations and best practice.
Services
- Asset protection
- Company directorship and administration
- Contentious matters
- Family office
- Succession planning
- Trusteeship
- Wealth structuring
Sector experience
- Companies
- Cryptocurrency and digital assets
- Environmental, social, and governance (“ESG”)
- Estates
- Foundations
- High-net-worth individuals/families
- Non-standard luxury assets
- Trusts