Our Full Range of Trust & Foundation Services

 

For those who do have spare money, what better legacy could they leave than funding a grandchild or great-grandchild's education.

 

With tuition fees and living costs constantly rising, this could be the best gift you'll ever give and by effecting a trust, you'll know the money will be there even when you're not.

 

A Business or Shareholding Trust is used to hold shares or interests in a trading company, supporting continuity, succession planning, and long-term stability.

 

Such trusts can help separate ownership from management while preserving the founder’s original intentions for the business.

 

A Bare Trust is a simple trust structure under which assets are held by trustees on behalf of a beneficiary who has an absolute and immediate entitlement to both income and capital.

 

While trustees hold legal title, the beneficiary’s rights are fixed, making this form of trust suitable where clarity and simplicity of ownership are required.

 

A Charitable or Philanthropic Trust allows individuals or families to formalise their charitable intentions within a structured legal framework.

 

It provides a lasting mechanism for supporting causes, projects, or values that are important to the settlor, often forming part of a wider legacy plan.

 

Often used as part of long-term family planning, a Family Asset Protection Trust is designed to place assets into a structured trust framework while allowing for controlled use and benefit during lifetime. Such trusts are commonly associated with planning for later life, asset preservation, and the orderly transmission of family wealth across generations to KEEP IT IN THE FAMILY.

 

An Animal Companion Care Trust is a form of purpose trust established to provide for the ongoing care, maintenance, and welfare of a named animal or animals after the owner's death. It enables funds to be set aside and managed by trustees to ensure that arrangements for care, living costs, and wellbeing continue in accordance with the settlor’s intentions.

 

A properly constituted Rainy Day Trust is a perfect way to provide yourself (or anyone else you wish to benefit) with a fallback fund should an unexpected emergency arise.

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From legal fees to defend against an accusation, to medical fees should private care be urgently needed, a Rainy Day Trust will always be there if ever needed.

 

A Mixed Trust is a trust structure that combines different types of beneficiary interests within a single arrangement, such as fixed entitlements alongside discretionary powers. This hybrid approach allows for both defined provision and long-term flexibility, enabling trustees to respond to changing family, financial, or personal circumstances over time.

 

A Vulnerable Persons Trust is intended to provide structured financial support for an individual who is unable to manage their own affairs due to vulnerability, disability, or special circumstances. These trusts allow trustees to respond flexibly to changing needs while ensuring that care, support, and quality of life remain central to the trust’s operation.

 

A Discretionary Trust gives trustees the authority to decide how and when beneficiaries may benefit from the trust assets.

 

This flexibility makes it particularly useful where future circumstances are uncertain, family situations may change, or where it is desirable to retain long-term control over distributions.

 

A Common Intention Trust arises where property is held in accordance with a shared understanding or agreement between parties as to how beneficial ownership is to be treated. It is often associated with jointly held property and is used to reflect contributions, intentions, and agreed arrangements where legal title alone does not fully capture the parties’ interests.

 

An Offshore or  Non-Resident Trust is a trust arrangement structured so that the trustees are not resident in the United Kingdom for tax purposes.

 

Such trusts are commonly used in international or cross-border planning, where assets, beneficiaries, or long-term objectives extend beyond a single jurisdiction.

 

A Pilot Trust is typically established as a foundational planning tool, capable of receiving additional assets or being adapted over time.

 

It offers flexibility for future structuring and is often used where long-term planning is anticipated but precise arrangements are not yet finalised.

 

An Interest in Possession Trust (Life Interest Trust) provides a named individual with an immediate and defined right to trust income or use of trust assets, while preserving the underlying capital for future beneficiaries.

 

This structure is often used where there is a need to balance present provision with longer-term family or succession planning.

 

A Holdover Trust is used in planning where assets are transferred into trust in a way that may allow capital gains to be deferred rather than crystallised at the point of transfer.

 

The deferred gain is typically reflected in the future value of the trust assets, forming part of a wider long-term trust planning strategy.

 

For many high net worth individuals or families, forming a Private Foundation is the pinnacle of wealth planning - protecting wealth not just for the founders but for generations to come. It could be described as a Trust PLUS. 

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We have considerable experience in Foundations and a wide choice of jurisdictions to choose from.