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Our Trusts & Private Client Services team comprises highly experienced lawyers, accountants and finance professionals. We regularly advise our clients in relation to stamp duty, trust law, and Canadian and US tax law.
Corporates and Employers
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We can help you with employee benefit trusts, education trusts, ESOPs, and Occupational Retirement Schemes. We can also help companies to establish charitable trusts and foundations.
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Health Checks
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We can review your existing trust and corporate structures in light of your changing circumstances and changes in laws and practices and where necessary, recommend suitable solutions.
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Private Clients
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We can advise you on and help implement regional estate duty planning, pre-IPO trust structuring, and US and Canadian tax planning. We can further advise you on asset protection, family and business succession planning, and probate simplification. We can also help you to restructure or terminate your existing trust arrangements.
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Private Banks and Trustees
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We regularly review trust deeds and other documents for trustees. We can also draft policy and procedural documents for private banks and trustee companies and provide training for their marketing officers in best practice and procedures.
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