International Trusts

We advise trustees, protectors, settlors and beneficiaries on a wide range of issues in relation to international trusts. Our team of experts can navigate complex trust and tax issues, and provide commercial and bespoke advice and solutions to ensure the effective administration of trusts, tax efficiency and asset protection.

We have particular expertise and experience in relation to the following:

1. Preparation of complex and bespoke trust documentation.
2. Preparation of documentation to effect changes to terms, change of trustees, protectors, and distributions of assets.
3. Advice on trust law issues, such as in relation to the duties and obligations of fiduciaries, disclosure, and compliance.
4. Preparation of precedent and policy documentation for international financial institutions.
5. Establishing private trust companies and preparation of family charters.
6. Assistance with the transfers of books of trust business.
7. Assistance with, and preparation of documentation to effect, the establishment or restructuring of offshore trust structures.
8. Advice on the UK tax treatment of offshore trust structures, including trust residence and the implications of distributions to UK resident beneficiaries.
9. Advice on the UK treatment of US revocable and irrevocable life insurance trusts, and establishing UK and US tax efficient trusts.
10. Preparation of investment guidelines to ensure UK tax efficiency, and advice in relation to the UK tax treatment of investment products.
11. Addressing issues arising from defective trust documentation.
12. Advice in relation to the UK taxation of usufructs, foundations, fideicomisos and SCIs.

We also work closely with our Tax and Trusts Team who can assist with UK tax compliance.