Overview

We advise trustees and other fiduciaries on the day to day operation of trusts, and national and international trustee companies on managing trust portfolios including the transfer of books of trust business between companies.

Areas of focus

Our expertise includes the following:

  • Advice on the use of trusts, protectorship and other fiduciary arrangements for legitimate wealth planning, succession, taxation and asset protection purposes.
  • Tax advice in relation to on-shore and off-shore trust structures.
  • Writing bespoke trust documentation for UK based trusts.
  • Writing bespoke and standard form trust documentation.
  • Advice on the transfer of trust portfolios between trustee companies.
  • Advice on trust disputes.
  • Advising trustees on bank loan documentation.
  • Appointing and removing trustees and protectors.
  • Administering trust assets, making income and capital distributions, maintenance of accounting records and monitoring of investment performance.
Experience

Writing trust documentation for a leading offshore trust company.

Creating private trust company structures for Middle Eastern, European and Latin American clients.

Advising on international trust product development for a leading international trustee.

Regulatory due diligence on the acquisition of a book of trusts for the acquiring corporate trustee.

Advising corporate trustees on guarantee arrangements for US $75 million bridging facility and a US $18 million facility provided to UHNWIs' family businesses.

Drafting a suite of documentation for an offshore trust company.

Preparing and filing tax returns for Annual Tax on Enveloped Dwellings (ATED) for trustees which hold UK real estate through offshore companies.

Advising a disappointed beneficiary in relation to rectification of a negligently drafted deed of appointment and related proprietary estoppel proceedings.

Advising commercial trustees in relation to obtaining costs protection.

Advising the sole beneficiary of a significant estate in relation to a claim against the estate brought by one of its executors.

Advising various individuals prior to their planned moves to the UK on setting up remittance trusts to provide clean capital to fund UK expenses whilst UK resident.

Advising UK resident non-domiciliaries on bringing funds in to the UK tax-free under the business investment relief rules.

Meet the team
Justin Briggs

Justin Briggs Partner

  • Pensions Disputes
  • Trustees and Trust Companies
  • Professional Negligence
Beatrice Puoti

Beatrice Puoti Partner

  • Head of Private Wealth
  • Private Client Services
  • International Tax and Trust
John Barnett

John Barnett Partner

  • Head of Private Client Services
  • Head of Partnerships
  • Tax
Suzanna Harvey

Suzanna Harvey Partner

  • Private Client Services
  • International Tax
  • International Trusts
Tom Hewitt

Tom Hewitt Partner

  • Private Wealth
  • Head of Estates and Land
  • Head of Food and Farming
Jim Aveline

Jim Aveline Partner

  • Private Client Services
  • Family Offices and Family Businesses
  • Food and Farming
Kevin Kennedy

Kevin Kennedy Partner

  • Agricultural Disputes
  • Trust and Probate Disputes
  • Estates and Land

Key contact

Justin Briggs

Justin Briggs Partner

  • Pensions Disputes
  • Trustees and Trust Companies
  • Professional Negligence
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