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:
If you have any questions or queries please call Matthew on +44 (0)20 3036 7331 or email email@example.com
Fladgate LLP represents international trust companies, fund managers, and individuals and families with significant personal assets.
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.
Fladgate LLP’s team is ‘excellent’ at handling high-net-worth family finances.
Helena Luckhurst is very knowledgeable and practical in dealing with tax matters.
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Fladgate LLP’s Antonia Brandes is well known for property tax structuring, and David Way has a superb reputation for advising entrepreneurs on international philanthropic giving.
Fladgate LLP’s David Way and Antonia Brandes are highly rated for their “fast responses, availability and accuracy of advice”. The team advises on the full range of private client matters, with Brandes offering particular expertise in the tax-efficient structuring of property transactions.
David Way at Fladgate LLP “has years of experience in advising private clients, and has an excellent manner”. Antonia Brandes has expertise advising on IHT and tax-efficient structuring for property transactions.
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).
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.