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    Trust Establishment, Administration & Taxation Lawyers

With many families reviewing their personal estate planning, many are looking to trusts as a means to protect their assets.

Trust Establishment: What do I need to consider?

Trusts are a popular structure for families to use but it is important to make the trust work for you and your personal circumstances. There are various options to choose from - whether a traditional domestic trust or perhaps an alternative structure. Equally, your interests may suit a more commercial structure such as a partnership or company. In some complex cases a tailor made structure might combine all of these elements.

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.

For more information about international trust structures and wealth planning, please click here.

As well as advising founders or “settlors” and their families, we also support trustees.

Trust Management: How do I manage a trust once established?

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.

We support UK trustees in the management, accounting and tax issues they face, including:

  • providing professional trustees where required, including our own dedicated trust corporation
  • preparing trust accounts and financial statements
  • liaising as required with investment advisers
  • managing all the trust's tax affairs, including calculating tax liabilities, meeting HMRC compliance requirements and dealing with beneficiaries' trust tax affairs
  • recording the trust's investment policies and monitoring investment performance.

Meet the team

Pricing information

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Our thinking

  • Dangers of trusts

    Mark Summers


  • Sally Ashford and Oliver Auld write for International Adviser on the role of a trustee in a family trust

    Sally Ashford

    In the Press

  • Guiding Trustees: Protecting Trustees From Loss And Liability

    Dharshi Wijetunga


  • Sarah Wray writes for the Financial Times' Your Questions column on tax efficient ways to sell a plot of land

    Sarah Wray

    In the Press

  • Guiding Trustees: Indemnities on a change of trustees

    Molly Tatchell


  • Spring Budget 2023

    Charlie Searle


  • Pre-sale trust planning a timely reminder ahead of the Spring Budget

    Julia Cox


  • Tax Journal interviews Dominic Lawrance for its feature: One minute with

    Dominic Lawrance

    In the Press

  • Piers Master and Jack Carter write for International Adviser on the register of overseas entities

    Piers Master

    In the Press

  • Have you packed your company with you?

    Joseph Le Page


  • The Telegraph quotes Penelope Byatt on the proposed sale of the Trevalga estate

    Penelope Byatt

    In the Press

  • Jack Carter writes for eprivateclient on the registration requirements for trust structures holding UK real estate

    Jack Carter

    In the Press

  • Citywealth publish a '60 second' interview with Julia Cox

    Julia Cox

    In the Press

  • Matthew Radcliffe writes about ESG and trust investment for IFC Review

    Matthew Radcliffe

    In the Press

  • Dominic Lawrance and Catrin Harrison write for Tax Journal on HMRC v Embiricos

    Dominic Lawrance

    In the Press

  • Taxes On Wealth – The Global Landscape

    Matthew Radcliffe


  • Property Professionals: Big Sheds and Logistics

    Eddie Richards


  • Charles Russell Speechlys advises Fudco Partnership on sale to Exponent-backed Vibrant Foods

    James Broadhurst


  • Property Professionals: Spring Budget Announcement

    Helen Coward


  • Spring Budget 2021 - predictions


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