Our ability to understand people makes us who we are. Our Firm is built on establishing trusted, personal relationships with our clients. Relationships that matter.
With many families reviewing their personal estate planning, you may be looking to trusts as a means to protect your assets. Trusts are a popular structure for families to use but it is important to make the trust work for you and your personal circumstances.
The UK remains an appealing place for international private clients to live and acquire a home, but it has never been more important to take detailed professional advice before coming to the UK or acquiring a property. Waiting until after your arrival or acquisition of a property is likely to be leaving it until too late.
An integral part of our advice will be to focus on the tax implications and whether the on-going financial commitments warrant the return. A sound understanding of your financial, business and family circumstances and objectives is essential. We will co-ordinate and “project manage” work requiring the involvement of advisers in other fields and jurisdictions.
Many of our clients like us to maintain and administer their trusts. We manage over 800 trusts on behalf of clients; some of these have been in existence for generations, but many are more recent. These cover UK resident family, charitable and personal injury trusts, with a wide range of trust assets including cash, investments, family company shares, land and houses.
To start building a relationship with meaningful impact, please get in touch with us via the contact form below.
