Through various trust structures, both onshore and offshore, we offer a fully integrated service to help our clients protect their assets and manage estate and succession planning.

As independent trustees, we select the highest quality of providers in the banking and investment communities to provide our clients with the right solutions in uncertain economic times.

It is 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.

We also offer multi-jurisdictional structures, particularly in the form of private trust companies, to cater for ultra-high net worth clients whose primary focus is security and confidentiality.

Through our extensive knowledge and expertise of both on and offshore trusts we can advise settlors, beneficiaries and trustees regarding the tax implications of using such structures.

Find out more about our offshore services.

Contact Us

James Stevens
Partner, Peterborough

Key experience

James is a private client specialist, acting for high-net worth individuals and families, family-owned businesses and landed estates.