Private wealth structuring services

Trusts, foundations and establishments offer alternative and advantageous means of holding and managing assets.

These structures are often used when people are unable to, or wish not to, manage assets themselves. Alongside this they can be used to achieve efficient tax and succession planning in conjunction with wills. However, the establishment and administration of these structures can be complicated and onerous.

Our experienced team offers advice on matters relating to UK and offshore trusts, foundations and establishments, as well as wills, for the management of UK and worldwide estates.

We can assist in setting up new structures; implement reviews of current structures and disentangle them where necessary; advise trustees about their duties and responsibilities; and advise beneficiaries and connected parties about their rights.

We also specialise in the administration of UK and international estates involving cross-border tax issues. Working closely with legal and tax experts from the PricewaterhouseCoopers international network of firms ensures our advice takes account of any cross-border issues from the outset.

Our services

Trusts and lifetime gifts:

• Complex trust arrangements
• Memorandums of gifts and discounted gift schemes
• Unwinding trust arrangements
• Advising trustees and beneficiaries on their duties, responsibilities and rights
• Trust related documents

Non-domiciled individuals planning:

• Trust deeds used in off-shore setups and related documents
• Advising on available structures

Wills and probate:

• UK and worldwide wills
• Applications for UK grants of probate and resealing of foreign grants
• Administration of UK and worldwide estates including estates involving cross-border tax issues
• Intestacy matters

Powers of attorney and Court of Protection matters:

• Advising and drafting of Lasting Powers of Attorney and General Powers of Attorney
• Registration of Enduring and Lasting Powers and general applications to the Court of Protection
• Advising Attorneys, Deputies and Receivers as to their legal obligations

Contact details
Email: Hed Amitai
Tel: +44 (0)20 7212 3324

Email: Carly Russell
Tel: +44 (0)20 7212 5975