Head of Private clients interest London +44 (0)20 7131 4297
Although changes to tax rules have made trusts less attractive as the vehicle of choice for family wealth governance, with the right support, they can still have a part to play in planning for your family’s financial future.
Trusts have historically played a significant role in estate planning. As an experienced trustee, we can ensure that duties and responsibilities are properly fulfilled, whether acting for a small trust with a single asset, a portfolio of investments or large trusts holding shares in private trading companies.
As well as help you stay on top of your tax obligations, we can also advise you on rule changes and disclosure requirements, such as FATCA and the Common Reporting Standards regime.
You’ll have access to our highly experienced team of trustees who provide a very personal and timely service tailored to your precise tax needs.
We work closely with your existing advisers such as lawyers, investment managers and land agents.
We have lots of experience acting as an ‘honest broker’ in the case of a dispute, working to educate all parties, manage relationships and achieve the desired outcome.
We’ve been advising individuals, families and trusts since 1881.
We act for over 170 landed estates and around 1,500 trusts with assets ranging up to £1bn.
Smith & Williamson Trust Corporation Limited is a member of the Association of Corporate Trustees (TACT).
Named Eprivateclient Top 25 Trust Companies 2012, 13, 14, 15, 16