Creating private trust company structures for numerous ultra-high net worth families, including families from the Middle East, Latin America, Europe and South Africa.
Advising on the creation and funding of excluded property trusts by non-UK domiciliaries, including detailed advice on the protected settlement rules and key issues to be aware of in order to ensure a structure is not tainted inadvertently.
Advising trustees on complex disclosures in relation to historic tax liabilities.
Advising a Jersey resident trust company on its sale of a company holding significant UK real estate, including on the corporate documentation and tax implications
Advising on the implications of the settlor’s potential divorce on a substantial trust structure, including on information requests, considering the impact on the dispositive provisions and beneficial class and analysing the associated tax issues.
Drafting trust documentation for a leading bank owned international trust company.
Regulatory due diligence on the acquisition of a book of trusts for the acquiring corporate trustee.
Advising a disappointed beneficiary in relation to rectification of a negligently drafted deed of appointment and related proprietary estoppel proceedings.
Advising commercial trustees in relation to obtaining costs protection.
Advising the sole beneficiary of a significant estate in relation to a claim against the estate brought by one of its executors.
Advising trustees on the creation of remittance trusts by individuals moving to the UK to provide pure capital for the individual's UK funding needs.