We are working with wealthy clients who have complex estate planning needs and multiple trusts structure, including a large charitable trust and significant SIPPs (self-invested personal pensions). We provide ongoing legal advice, specifically regarding inheritance tax planning, rearranging trusts as appropriate for both family needs and tax mitigation.
One of the partners is a professional trustee to all trusts and deals with the trust administration on an ongoing basis, working with other professionals to ensure proper investment planning and advice.