Do your clients have existing offshore trusts? Have they been reviewed for their Tax effectiveness?

The taxation of trusts has changed significantly in recent years, and in some cases the advantages of offshore trusts have been eroded, and there may be a case to close existing trusts.

In some cases the original settlor may have passed away, the tax status of the beneficiary may have changed.

For offshore trusts with assets in excess of £1M we offer a review service to help your client make an assesment of the future planning opportunites.