Private Client & Trusts

We provide full compliance services for trusts, undertake independent examinations and audits of charitable trusts, carry out admin and provide back office services if required. We work with trustees on many offshore trusts. In the UK, several of our partners act as trustees on our clients’ trusts.

When setting up a new UK or non-UK (offshore) trust or reviewing an existing one, we’ll make sure it’s structured to be tax-efficient structure and to achieve what you want.

Often parents want to set up trusts to ensure their children’s assets are protected if they go on to marry and then divorce. Alternatively, they might be concerned their children will have difficulty managing their money or use it unwisely, particularly if they stand to inherit a considerable amount. Once we’ve suggested a structure that will achieve your aims, we can put you in touch with solicitors and liaise with them to ensure the trust is drafted correctly.

Compliance services

Sensible tax planning can simplify your financial affairs and protect your wealth.

Our team of personal tax specialists can advise you on every aspect of your personal tax position, from dealing with your annual tax return to structuring your affairs efficiently to meet your future goals.

Advisory services

Our personal tax team are well equipped to advise on issues covering Income Tax, Capital Gains Tax and Inheritance Tax. We are experienced in advising families with complex affairs including those with international tax issues.

Inheritance Tax

Many people approach Inheritance Tax (IHT) for the first time at a difficult period. However, some careful planning during someone’s lifetime can ensure that an estate is administratively simple, that it meets your objectives for the distribution of your estate after death and importantly that it is tax efficient. There are various planning opportunities that can be implemented during someone’s lifetime that could reduce future liabilities.

Speak to a member of our team

Making Tax Digital

You may have already heard about Making Tax Digital (MTD). This comes into effect in April 2024 and will require a considerable cultural change from those affected – initially the self-employed and those receiving an income from rental properties and holiday homes.

MTD will require reports to HMRC each quarter, rather than annually, and will roll out to other tax payers later. We can help you start preparing now, so you’re set up and familiar with the system in plenty of time.