Trust and succession planning

Our advice in relation to trusts covers a wide range of services from the establishment of a trust to efficient dispute resolution.

As many of our lawyers act as trustees to one or more trusts, we have deep insight into current and developing issues which adds an extra layer of understanding to our clients’ needs and our ability to provide comprehensive advice and solutions.

We commonly advise on establishing and restructuring trusts, both in England and overseas. We have a wealth of experience in setting up private trust companies, purpose trusts, protectorship vehicles and foundations, all with an eye to relevant tax requirements.

We also make innovative use of trusts and related governance structures to help plan for the efficient transfer of wealth and control of businesses within a family.

 

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Chambers HNW 2023

"Macfarlanes actively enjoys diving into complex, conceptual questions that require a rare mixture of technicality and creativity. While other firms are looking to fit a client into a mould (trotting out the same solution for each client, with a minor tweak here and there), Macfarlanes excels as thought partners, designing a bespoke solution from the ground up."

The UK Legal 500 2023

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The UK Legal 500 2022

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Chambers HNW 2021

"I think Macfarlanes are the gold standard of lawyers in terms of the quality of the team and quality of advice."

Chambers HNW 2021

"They are our favourite law firm in London. They are a go-to firm for international work. They are honestly outstanding. They are completely on top of their game, their client service is phenomenal and the knowledge of the group is terrific. They are highly responsive and understand human dynamics and family relationships. They are a very wise group, their advice is pragmatic and there's honestly no question I don't think they could answer."

Chambers HNW 2021