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Trustees and trust companies

Expert legal guidance for establishing, restructuring, operating and winding up trusts and similar fiduciary vehicles for UK and international clients.

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The trustees and trust companies sector is a cornerstone of private wealth management, encompassing the creation, administration, and oversight of trust structures.

We advise trustees and other fiduciaries on the wide range of issues that impact the operation of trusts. We also support UK and international trust companies on managing trust portfolios, including the transfer of books of trust business between trust companies.

Our seasoned experts are adept at navigating the complexities of trust law, offering strategic advice on wealth planning, succession, and taxation to safeguard assets across generations.

We understand the intricacies of both UK and international trust structures, providing you with bespoke solutions which align with your objectives and regulatory requirements. With a focus on innovation and a commitment to excellence, we are your trusted partner in the stewardship of private wealth.

Services

Advice on trusts and fiduciary arrangements

Legal advice on connection agreements, shared grid arrangements IDNOs and appointments of ICP’s dealing with transmission and distribution and the OFTO regime for offshore.

Tax advice for trust structures

Experts in navigating complex regulatory frameworks and incentive and price support mechanisms.

Trust documentation

Joint ventures, joint development agreements, equity fundraisings and structuring across the full clean energy spectrum including community energy models.

Trust portfolio transfers

Experience in dispute avoidance and all resolution forums including mediation, adjudication, expert determination, arbitration and litigation.

Acquisition and sale of investments

Advising trustees on the tax, commercial and legal issues associated with the acquisition and disposal of assets.

Complex litigation

Expertise in significant trust and probate disputes.

Bank loan documentation

Navigating trustees through bank loan processes.

Protectors and power holders

Defining roles and responsibilities within trust structures.

Trustee and protector dynamics

Advising on appointment, removal, and responsibilities.

Marital breakdowns and trusts

Assessing trust implications and tax issues in marital breakdowns.

Trust asset administration

Advising trustees on the management of risks associated with the ownership of certain assets.

Investment criteria for trustees

Aligning investment decisions with fiduciary duties and ESG considerations.

Examples of our work

Middle East and Latin America trust structures

Establishing private trust company structures for ultra-high-net-worth families, ensuring compliance and privacy.

Excluded property trusts

Advising non-UK domiciliaries on creating and funding trusts, with a focus on avoiding inadvertent tainting under protected settlement rules.

Historic tax liability disclosures

Guiding trustees through complex disclosures related to past tax liabilities, ensuring transparency and legal compliance.

Jersey trust company sale

Assisting a Jersey-based trust company with the sale of a significant UK real estate holding, addressing corporate and tax implications

Divorce impact on trusts

Analysing the effects of a settlor’s potential divorce on a substantial trust structure, including tax considerations and information requests.

Bank-owned trust documentation

Drafting trust documentation for a leading bank’s international trust company, aligning with legal standards and client needs.

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What others say

“They are so knowledgeable in the area of private client law and perfectly know how to approach a client. They knew exactly how the trustee's questions needed to be addressed.”

Chambers UK 2024

“Market leading personal tax, trusts and probate practice.”

Legal 500 UK 2024

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