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 offshore services, please visit our Offshore fiduciary page.

Contact Us

Allan Holmes

Partner, London

Key experience
Allan is a member of the Private Wealth and Estates Group and specialises in trust and private client compliance and...