Commercial Trusts
Private Clients/Charities
Trustees
Trust Litigation

 

Commercial Trusts

  • Unit trusts
  • Security arrangements
  • Off balance sheet vehicle share ownership
  • Performance/escrow arrangements
  • Transaction-specific purpose trusts

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Private Clients/Charities

  • Assist private client tax and estate planning specialists with succession planning of some of the world's wealthiest families
  • Provision of trust law solutions to the tax-driven and estate planning problems brought to us by onshore private client advisers – we do not offer tax advice or fiduciary services as trustees or directors
  • Drafting bespoke trusts to provide for children and remoter generations
  • Establishing charities and foundations, as trusts or corporations, to achieve charitable and philanthropic objectives
  • Arranging the incorporation, ownership, licensing and operation of private trust companies where an international bank trustee may be inappropriate because of the nature or value of the intended trust assets
  • Advising on purpose trusts when suitable as either a succession planning tool or as a non-charitable purpose trust or both

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Trustees

  • Trustee incorporation and ownership, including obtaining all regulatory licences
  • "KYC" and "source of funds" regulatory regimes and anti-money laundering principles
  • Operating procedures and precedent trust documentation
  • Accepting, administering and winding-up a trust
  • Third party claims - outside the trust or beneficiaries within the trust - against the trust assets or against the trustee itself
  • Accepting the successor trusteeship of existing trusts or on retiring as trustee of continuing trusts
  • Accepting and holding high-risk trust assets - taking advantage of unique local legislation concerning, for example, settlor reserved powers or purpose trusts

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Trust Litigation

  • Breach of trust disputes 
  • Construction, rectification and variations of trust deeds
  • Beneficiary disputes
  • Re-organisation of trusts

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