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.

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.