Throughout its history, Wiggin Osborne Fullerlove has built and applied an internationally-recognised wealth of experience in advising institutional and individual trustees, settlors, beneficiaries and interested families in all areas of trust law, including the establishment of a trust, tax advice in relation to trust structures, and the resolution of disputes concerning trusts.
The firm has an international reputation for being innovative in its clients’ many and varied uses of trusts and related governance structures, including in ensuring an efficient transfer of wealth and control associated with family businesses. We also have experience in factoring sustainable, ethical and impact investment strategies into trust objectives alongside dysnastic planning.
Our trust law experts commonly advise on establishing, managing and restructuring trusts, in the UK and internationally. The firm has over 50 years’ experience in establishing and managing private trust companies, purpose trusts and foundations, including all associated issues such as relevant jurisdictions’ tax and regulatory regimes.
Trust accounts and management
We offer a full range of in-house accounting and administrative services to assist the trustees of UK and overseas trusts and their associated companies and other entities. Our qualified trust accountants and managers are able to help with work including:
- Advising on legal, compliance and tax planning issues;
- Trust and company compliance;
- Completing tax returns;
- Maintaining trust and company records;
- Preparing annual accounts; and
- Providing tax reporting information to beneficiaries.