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

If you have any questions or queries please call Matthew on +44 (0)20 3036 7331 or email mbennett@fladgate.com

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

Legal 500
 
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At Fladgate LLP, David Way 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.

Citywealth Leaders List

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.

Legal 500

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.

Legal 500

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.

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.