UK-Resident and Offshore Trusts
Strategic advice to protect, preserve, and pass on your wealth.
Trusts are a powerful way to manage and protect your wealth, but they come with complexity. Our team provides clear, strategic advice on UK and offshore trusts, helping you choose the right structure and stay compliant with confidence.
From the first conversation, we take time to understand your goals, family dynamics and financial position.
Clients turn to us to restructure trusts that support second families, protect vulnerable beneficiaries, and minimise UK tax liabilities. Our team advises offshore trustees on UK tax matters, prepares trust accounts, and collaborates with lawyers and wealth managers to deliver joined-up solutions. With over 120 private client specialists under one roof, we're equipped to handle complex, evolving needs and provide consistent, hands-on support.
Our services
Whether you're planning for succession, supporting vulnerable family members, or seeking privacy and protection, we’ll guide you through the available trust structures. We’ll explain the implications clearly and help you make confident, informed decisions from the outset.
From preparing trust tax returns to inheritance tax reporting and beneficiary disclosures, we ensure everything is submitted accurately and on time. For offshore trusts, we help mitigate UK tax exposure and ensure distributions are reported correctly to reduce risk and avoid penalties.
Trustees face increasing responsibilities. We act for trustees, helping them stay compliant, prepare trust accounts, and respond to legislative changes. For beneficiaries, we offer personal tax planning to help them manage distributions and make the most of their position.
With ever-changing tax legislation, it may be that your trust is no longer the right option for you. If this is the case, we’ll guide you through the most tax-efficient way to wind it down and distribute assets. We also support beneficiaries with financial planning, helping them manage their new wealth responsibly, and plan for the future.
Why work with us?
Precision meets perspective
Trusts are rarely straightforward. Our experience provides us with deep technical expertise and a clear understanding of how legislation plays out in real life. From navigating offshore structures to balancing family priorities, we tailor our advice to reflect your unique position.
Dynamic and practical delivery
Our onboarding is fast, our timelines are clear, and our advice is delivered within a defined window. You’ll get practical recommendations you can act on, without the jargon or the wait.
Collaboration at the core
Trusts don’t operate in isolation; they form a key part of your wider tax strategy. We can work alongside your existing advisers, or bring in trusted professionals from our network, including lawyers, trustees and wealth managers. This ensures your trust strategy is aligned across legal, financial, and tax perspectives.
Support that evolves with you
We know that trusts aren’t static - and neither are your circumstances. We’re here to help you adapt. Our team provide ongoing guidance through key milestones, review existing structures, and ensure your trust continues to serve its purpose effectively over time.