Jasper Gerhards' Case Studies

Offshore trust

The clients were non-UK-resident trustees of an offshore discretionary trust. We were instructed to review the tax treatment of the structure and its suitability for the family.

Our advice covered the following:

  • The UK tax treatment of the trustees, the settlor and the beneficiaries
  • The UK tax treatment of underlying holding companies and UK residential property held in the structure
  • A cost/benefit analysis of whether to restructure and whether to bring the trust onshore

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