Tax and Trusts
UK Tax & Trust Services
Our UK-based trust and tax teams provide a wide range of services, principally out of our offices in London and Liverpool.
The ethos of our business is based on a dedicated commitment to serve and advise private clients and their families, in a professional but personable way. We believe that advice which is clear, precise and practical, supported by a service that puts the needs of our clients at the forefront of the decision making process, is the most successful way to establish long-standing and trusting relationships.
The expertise of our qualified, experienced and dedicated staff has enabled us to provide specialist advice and services for many years, in the following areas.
- The creation and formation of trusts, corporate structures, partnerships and other investment vehicles to support the tax planning and financial needs of our clients.
- The administration of existing structures to ensure our clients' needs continue to be satisfied, including the provision of trustees, company officers and other fiduciary responsibilities.
- Advice on all aspects of UK taxation, including the preparation of the various forms of tax returns and attending to the requirements of the UK Revenue authorities, on behalf of individuals and their financial enterprises.
- Advice on estate tax planning, including the creation of wills, the provision of executors, the on-going administration of estates and all aspects of taxation and accounting.
- Specialist advice and dedicated support for a private family office service for those clients and families who require the highest level of professional attention delivered in a discreet and personal way.
We are very happy to work alongside our clients' other advisers, especially their solicitors and accountants, and we have already developed long-standing relationships with a number of the leading firms across the UK. We are also able to call upon the wider areas of expertise within the Rathbone Group, including our offshore centres (see www.rathbonetrustinternational.com), which can be of particular advantage for our international clients and their financial planning requirements.