Trusts play a vital role in wealth preservation, succession planning and cross-border structuring. We advise trustees, settlors, beneficiaries and professional intermediaries on all aspects of trust taxation—offering both technical expertise and commercial understanding.

We are regularly instructed to review existing trust arrangements, create new structures, and provide guidance on tax compliance and reporting across jurisdictions. Whether the trust is UK-based or overseas, we tailor our advice to meet your family, fiduciary or business needs.

We help by:

1. Providing clarity in tax – Distilling the complex rules around trust taxation into actionable guidance.
2. Supporting international coordination – Working with overseas advisers and trustees to ensure global cohesion and compliance.
3. Protecting long-term goals – Ensuring trust structures continue to meet their objectives in light of changing tax rules or family circumstances.

Our advice spans lifetime and exit planning, inheritance tax strategies and trust reporting requirements. We also support trustees facing scrutiny from HMRC, including during investigations and voluntary disclosures.