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

As independent trustees we are able to 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 in order to orchestrate the very best solutions.

By expanding into new markets we have 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 both on and offshore trusts we can advise settlors, beneficiaries and trustees regarding the tax implications of using such structures.

For further information on our International private client services, please visit our Saffery Trust page.

We are able to offer a full range of trust administration services in the UK.

These include:

  • 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.
  • Administration of investment and property portfolios.

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.