Experienced UK and International Tax and Trust lawyers

Blake Morgan’s nationwide Tax and Trust lawyers, comprises specialist trust lawyers and administrators, who advise individuals and their families on all aspects of trust and personal tax law as part of a wider wealth protection strategy. This includes UK and/or offshore tax and trust advice, trust reporting obligations or assistance with the creation, management or termination of trusts. Our experienced UK and international Tax and Trust lawyers also work closely with our Contentious Trusts, Corporate and Real Estate teams to advise trustees, beneficiaries and other fiduciaries on issues ranging from trusts disputes, corporate and property law.

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Main Areas Of Practice


Our Trust lawyers provide expert advice on a full range of issues including:

Trust creation

Trusts remain an important part of asset protection planning, especially for those wishing to pass wealth to future generations who are not financially or emotionally astute or to protect against divorce and bankruptcy. Our Trust lawyers can set up a trust to provide flexible and effective solutions.

Alternatives to a trust

Where a trust is created or is in existence, our Trust lawyers can advise on how the trust can be used as part of a tax and succession planning strategy to mitigate Inheritance Tax, Capital Gains Tax, Stamp Duty Land Tax or Income Tax payable on your death.

Trust management

Our Trust lawyers can assist new and existing trustees with all aspects of day-to-day trust management including advising trustees about their powers and duties under trust legislation, helping trustees to choose appropriate investment advisors and liaising with beneficiaries to ensure the trust fulfils its purpose.

Preparation of trust accounts and annual tax returns

Our specialist Trust lawyers and in-house trust account managers can prepare annual trust accounts, annual tax returns and can provide trustees with advice on all taxes applicable to a trust.

Trust termination

Our Trust lawyers also have experience in terminating trusts and advising the beneficiaries of their tax position once the trust ceases.

Collaborative approach

We can work with your own professional advisors to provide a collaborative approach to the advice you need. Through our connections with the international network (TAG Law) we are recognised as leaders in the field of international tax and cross-border trust issues.

Trusts disputes

Our Trusts and Contentious Trusts teams can identify the strategies for resolving disputes whether with trustees, beneficiaries or other fiduciaries.

Our Clients


Our Trusts lawyers advise individuals who may be involved only with the UK or who may also have significant overseas connections that can make the situation more complicated. We strive for the best outcome, whether advising trustees or beneficiaries.

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"The well-regarded team is noted for being 'clearly focused on high levels of client service' in its work with UK and international families. Its areas of expertise include business succession and tax planning. A source reports that, 'I have been very impressed with their real attention to detail, dotting the i's and crossing the t's.'"
- Chambers 2019


Highlights


Succession planning for private company business owners – advising shareholders about passing unquoted shares to trusts for the benefit of their children involved in the family business, including involving our Corporate team as necessary to consider the company's articles of association.


Capital Gains Tax mitigation for investments – advising parents about putting their stock market investments in trust for their adult children in order to postpone the Capital Gains Tax that would normally arise on an outright gift.


Advising trustees about winding up a 'home loan scheme' – explaining how a once-accepted Inheritance Tax arrangement has fallen foul of retroactive legislation and how the trustees should now deal with their trust and report it to HM Revenue & Customs following the death of the main beneficiary.


Our Experts


Arshoo
Singh
Partner

London

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James
Greig
Partner

Oxford

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Kate
Allred
Senior Associate

Oxford

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Simon
Treherne
Partner

Portsmouth

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Lisa
Davies
Legal Director

Cardiff

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Mark
Spash
Partner

London

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