Trusts and Foundations

Trusts and foundations, possibly in conjunction with corporate structures, can enable you to preserve, protect and accumulate wealth, whilst reducing or deferring your exposure to tax. Our experience of trust funds and foundations is one of our primary services to clients with whom we have built up long term relationships and where we act for generations of the same family.

Trust fund accountant

Unsurprisingly, putting assets into family trust funds for future generations is a key part of wealth management by families and provides important peace of mind that future generations or vulnerable family members will be properly provided for. Our experienced trust fund accounting team will advise you as to the appropriate type and terms of any trusts and the full implications of managing your assets in this way.

Whilst your individual circumstances will determine the most suitable structure, the rules and legalities surrounding the formation of a trust can appear complex. Taking the time at the outset to understand your requirements and expectations, will allow our trust fund accounting team to advise you on the optimal structure and establish the right relationships for your intentions to be carried out from the outset.

Various types of trusts and foundations have been developed both in the UK and in other jurisdictions. We can help you, in conjunction with your other professional advisors, on the formulation, administration and management of trusts, foundations, and associated companies and partnerships.

Our experience ranges from the small family trust fund to internationally based trust and foundation structures with underlying corporate and partnership interests.

Please get in touch if you would like to discuss the use or management of a trust or foundation to secure and manage your wealth and assets.