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Trusts and compliance

Dependable legal and tax guidance on all aspects of your trust or trusts, including creation,  management, taxation and compliance.

Our team of trusts lawyers and accountants provide clear advice on the creation and management of trusts to individuals, financial institutions and trust companies.

Advising on both English law trusts and trusts in many international jurisdictions, we have a wealth of experience in setting up private trust companies, and in an international context, purpose trusts, protectorship vehicles and foundations. We also advise companies and institutions on the use of commercial trusts.

We appreciate the important role of commercial trusts in business transactions. Our lawyers are highly experienced in advising on their use as investment vehicles, security devices and for other business purposes.

Our expertise across all aspects of trust creation, administration and relevant tax implications will ensure you achieve your commercial objectives.

We provide trust management accounts and tax return services for all types of English law trusts, including interest in possession, discretionary, charitable and pre-2006 accumulation and maintenance trusts.

Our succession planning and wills team work closely with us to manage trusts created in wills, including 18–25 trusts and Immediate Post Death Interest will trusts.

Services

We offer a range of services and solutions designed to address your unique challenges, delivering ‘best in class’ support and guidance.

Establishing trusts

Tailored trust drafting, whether English law or across multiple jurisdictions worldwide.

Protectorship vehicles

In an international context, setting up protectorship vehicles and foundations.

Trust restructuring

Expertise in the restructuring of all types of trust in all jurisdictions.

Trust determination

Assisting with the termination of trusts and foundations.

UK tax advice

Guidance on the implications of UK tax on trust creation, administration and termination.

Trustee duties

Advice on trustees’ duties relating to trust accounts, assets and investments.

Trust law issues

Consulting on general trust law issues and trustees’ policy documentation.

Trust compliance

Preparing accounts, and tax and compliance returns for English law trusts.

Charitable trusts

Advice on the creation and management of charitable trusts.

Dispute resolution

Assisting settlors, trustees and beneficiaries on challenges and disputes, and where relevant, providing support to our trusts litigation colleagues.

Commercial trust creation

Advice on the creation and administration of commercial trusts.

Investment vehicle trusts

Utilising trusts as strategic investment vehicles.

Employee benefit trusts

Establishing trusts for employee benefits.

Travel industry trusts

Specialised trusts for the travel industry.

Title retention trusts

Trusts designed for title retention purposes.

Securitisation vehicles

Implementing trusts as securitisation vehicles.

Establishing trusts

Tailored trust drafting, whether English law or across multiple jurisdictions worldwide.

Protectorship vehicles

In an international context, setting up protectorship vehicles and foundations.

Trust restructuring

Expertise in the restructuring of all types of trust in all jurisdictions.

Trust determination

Assisting with the termination of trusts and foundations.

UK tax advice

Guidance on the implications of UK tax on trust creation, administration and termination.

Trustee duties

Advice on trustees’ duties relating to trust accounts, assets and investments.

Trust law issues

Consulting on general trust law issues and trustees’ policy documentation.

Trust compliance

Preparing accounts, and tax and compliance returns for English law trusts.

Charitable trusts

Advice on the creation and management of charitable trusts.

Dispute resolution

Assisting settlors, trustees and beneficiaries on challenges and disputes, and where relevant, providing support to our trusts litigation colleagues.

Commercial trust creation

Advice on the creation and administration of commercial trusts.

Investment vehicle trusts

Utilising trusts as strategic investment vehicles.

Employee benefit trusts

Establishing trusts for employee benefits.

Travel industry trusts

Specialised trusts for the travel industry.

Title retention trusts

Trusts designed for title retention purposes.

Securitisation vehicles

Implementing trusts as securitisation vehicles.

Examples of our work

High-net-worth trust advisory

Advising on international trust structures for a high net worth individual, ensuring compliance with tax and trust laws whilst achieving the client’s objectives.

UK-based family

Advising trustees of multiple trusts owning land and other investments, on their duties and strategic planning.

Trust dispute resolution

Resolving beneficiary disputes for trust companies, focusing on trustees’ powers and tax implications.

Trust documentation overhaul

Overhauling trust documentation for offshore companies, aligning with current legal standards and practices.

Purpose trust for equity security

Structuring a purpose trust for a major bank to secure a significant private equity portfolio valued at $300 million.

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What others say

“The Burges Salmon team is sensible and strategic but with a human touch. They have a fantastic trusts and estates practice.”

Chambers UK 2024

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