Trusts & Tax Planning

Our experience in the fields of trusts and tax planning has been developed over many years of advising historically wealthy and landed families and, more recently, successful entrepreneurs and businesses.

We provide an expert service that covers all aspects of tax planning and trusts, but which is focused on delivering practical, intelligible solutions.

We advise on offshore structures for tax and estate planning, asset protection and co-ordination, and business expansion, both for those coming to and those leaving the UK. Our clients include individual entrepreneurs, banks, trust companies and other service providers.

Our tax planning and trust team benefits from the wider expertise of a substantial and experienced in-house tax practice advising on all UK domestic tax matters, both corporate and individual, direct and indirect. Through our corporate tax and private capital teams, we offer clients a full and seamless service, covering everything from the initial acquisition of business assets through to the structuring and implementation of longer-term strategies for tax-efficient wealth protection and transmission.

Our tax planning and trust expertise includes:

  • Structuring for those coming to or leaving the UK
  • Structuring for foreign domiciliaries living in the UK
  • Cross-border structuring for business deals and personal investments
  • Use of double tax treaties in tax planning
  • Handling enquiries from and litigation against tax authorities
  • Estate administration and succession planning, both domestically and internationally

For legal updates and news, please visit The Wealth Lawyer blog.

If you have any questions or queries please call Helena on +44 (0)20 3036 7369 or email

If you have any questions or queries please call Helen on +44 (0)20 3036 7418 or email

If you have any questions or queries please call Mark on +44 (0) 20 3036 7249 or email

Fladgate LLP represents international trust companies, fund managers, and individuals and families with significant personal assets.

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Fladgate LLP advises on tax and estate planning and structuring issues for national and international individuals and businesses. The ‘thorough’ Richard Kaufman is also recommended.

Legal 500

Fladgate LLP’s team is ‘excellent’ at handling high-net-worth family finances.

Legal 500

Helena Luckhurst is very knowledgeable and practical in dealing with tax matters.

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The team advises on the full range of private client matters.

Legal 500

Matthew Bennett heads the department at Fladgate LLP, and advises UK and foreign nationals and their families on the management of their wealth and personal affairs with an emphasis on tax efficiency. Helena Luckhurst advises British and overseas families and entrepreneurs who want to protect their wealth and successfully pass it down to the next generation. The firm provides the full range of personal tax services to its clients, from completing personal tax returns to negotiating with HMRC, and regularly advises internationally mobile individuals (especially sportspeople and entertainers).

Legal 500

Highlights included advising a Middle Eastern family on the restructuring of its London property portfolio (worth approximately £150m) in light of the anticipated changes to the taxation of non-domiciled residents, and the team continues to advise a non-domiciled Irish entrepreneur on restructuring UK and onshore trusts; other advice for the client has covered setting up a Jersey foundation and advice on the statutory residency test.

Legal 500

  • Family Wealth – creating a Family Investment Company to hold family wealth and providing related tax advice.
  • Trustees – advising on their trustee duties in connection with requests for information and capital distributions from hostile beneficiaries.
  • Family Wealth – providing inheritance tax planning advice to a family with a substantial property investment business. This included reorganisation of family companies and the implementation of an arrangement to mitigate the potential tax without compromising control or the living standards of the elder generation.
  • Companies owning UK residential properties – ATED compliance work.
  • Family business owning couples – tax planning using inheritance tax business property relief and planning for incapacity. The work often involves rewriting their wills in a tax efficient manner, putting in place Lasting Powers and advising on alterations to their company’s articles to assist with business succession.
  • Land owning family – construction of an estate plan to transfer properties to members of the next generation, some of whom were also involved in the family business.
  • Couples and individuals – inheritance tax mitigation planning for their main residence, second homes and buy-to-lets.