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Trust and estate planning
Changes to tax rules have made trusts less attractive, but with the right support, they still have a role in planning for your family’s financial future.
As an experienced trustee, we can help fulfil the duties and responsibilities, whether acting for a small trust with a single asset, a portfolio of investments or large trusts holding shares in private trading companies.
We can help you stay on top of your tax obligations, disclosure requirements, such as FATCA and the Common Reporting Standards regime, and any rule changes as they occur.
How we can help
- Reviews: regularly reviewing your succession plan to keep up with rule changes and ensure you and the trust maximise any relevant reliefs
- Advice: advising on trusts and other structures and wills to realise your long-term wishes for succession
- Trustees and executors: helping trustees and executors fulfil their responsibilities, including preparing high-quality accounts and submitting income and inheritance tax returns, and acting as trustees through our trustee company
Why choose S&W?
You’ll have access to our highly experienced team of trustees who provide a personal and timely service tailored to your precise needs. We work closely with your existing advisers, such as lawyers, investment managers and land agents, and act as an honest broker in disputes, working to educate all parties, manage relationships and achieve desired outcomes.
We are a member of the Association of Corporate Trustees (TACT).
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