At Charter Tax we are able to help our clients with both on-shore and offshore trusts, from all angles – be it advising trustees, the settlor or the beneficiaries. We work with our clients to make sure they are getting the best tax result they can when using a trust, while understanding our clients’ family and commercial desires to have a trust structure to help them manage their family money through the generations.
We understand that handling wealth through the generations is not always an easy task and different families will have different aims. Whether your aim is to see the stewardship of family land passed down and maintained through the generations, to spend wealth only on the education of children and grandchildren, or to maintain the family business for future generations, we will be able to help. We work with our clients to understand their aims and what it is that will make them happy and then set about helping our clients achieve those aims.
A number of our clients also have philanthropic aims and we take pleasure in working with our clients to ensure that any gifts to charity maximise the available tax reliefs or indeed to help our clients establish their own charitable trust or company. See Corporate Social Responsibility page.