Partner, Head of Private Client
Shona Brown
The concept of a trust is straightforward enough, but the legal and tax rules surrounding them are complex. It is vital to be guided through this complexity by a suitably qualified and experienced professional so that the correct type of trust vehicle is selected for your situation and objectives and the trust documents are drafted correctly.
Partner, Head of Private Client
Shona Brown
Partner
Graeme Thomson
Senior Associate and Chartered Tax Adviser
Margaret Ross
Tax Manager
Jim McMahon
Law Accountant
Gillian McNeishTo protect funds for the benefit of someone who is vulnerable and cannot manage their own money
To set aside a fund outside your personal estate for the benefit of grandchildren or other family members
To ring-fence a substantial personal injury compensation award and protect your entitlement to state benefits
To defer a decision on how to distribute an inheritance or windfall while retaining access to the funds should you need them
To protect funds from the reach of people you consider to be undesirable
To use trusts as part of a legitimate tax planning strategy
We have considerable expertise in this area and are well placed to advise on:
Creating a trust
Trust management
Taxation of trusts
Trust accounting
Advice to trustees
Advice to beneficiaries
Once the Trust is established, our dedicated Trusts Management team can take on much of the administrative burden on behalf of the trustees, such as:
We provide clear advice and reports to the trustees so that they can carry out their role successfully without it becoming a worry and inconvenience.
Contact us to find out what we can do to help
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