Personal tax & trust services

Our personal tax & trust services include:

• long-term planning to mitigate international capital taxation
• the tax-efficient organisation of family finances
• the tax implications of proposed transactions and how tax liabilities might be reduced through alternative structuring
• agreeing financial objectives and formulating plans to achieve them
• the creation and winding up of trusts and dealing with their administration

We have considerable experience of administering deceased estates. In many cases, individual directors act as professional trustees and executors.

Alternatively, Smith & Williamson Trust Corporation Limited or Smith & Williamson Trustees (Jersey) Limited can be appointed as a corporate trustee.

Contact us

For more information about our Family Office personal tax & trust services contact Frank Akers-Douglas, Joss Dalrymple or Simon Mabey.