Clarifying complexity and protecting your assets.
Wealthy individuals and families with international affairs must give careful consideration to ensure that their assets are protected and passed on to future generations in a way which is effective and efficient in all the relevant jurisdictions. Whether the circumstances involve assets owned in various parts of the world or foreign people living in or moving to the UK, without proactive and strategic planning there is a risk of assets passing in an unintended way or valuable opportunities being missed.
With tax and succession laws becoming increasingly complex, you need a trusted adviser to help you navigate the landscape and structure your wealth in a way that ensures tax efficiency and fulfils the requirements of you and your family. We regularly work with advisers around the world to ensure that advice in different jurisdictions is properly coordinated.
Our team works closely with wealthy international individuals and families to support them in protecting their wealth now and in the future. Our clients’ assets can be complex and diverse requiring the deployment of a variety of holding vehicles including trusts, foundations, companies and partnerships.
We offer a truly bespoke service by gaining a complete understanding of your circumstances and priorities. We can then devise uniquely tailored and sophisticated frameworks which manage your wealth effectively, providing the necessary flexibility to respond to changing circumstances. Our team has a reputation for taking a creative approach and we pride ourselves on continually striving to find new and better ways to help our clients manage their wealth.
Why might a trust be of benefit?
A trust is a relationship in which one or more people (the trustees) holds and manages assets for the benefit of one or more other people (the beneficiaries). There are many reasons and many circumstances where a trust might be of benefit.