Private Wealth & Tax

Private Wealth and Trusts

We provide bespoke, strategic trusts advice for high net worth individuals and their families. When it comes to safeguarding family wealth and securing assets for future generations, we know how to deliver valuable legal guidance that results in the best possible outcome.

Ben-Rosen-2-scaled-e1735039661602
Ben Rosen

Partner

Private Wealth & Tax

Key Contact

trusts law

An introduction to Quastels

Quastels’ private wealth team offers expert advice to those that demand the best. We provide tailored trust advisory and establishment guidance, designed to help high net worth individuals and families protect and structure their wealth across generations. 

Whether forming a trust for succession planning, navigating complex tax laws with an existing trust, ensuring compliance, restructuring trust assets or considering more commercial structures, our clear, confident, sophisticated strategies help clients navigate complexity with confidence.

A core part of this lies in our skill in advising on Tax for International Clients and Tax for Domestic Clients. Often working collaboratively with accountants, financial advisers, and other advisers, we pride ourselves on being driven by both success and solutions for our clients – balancing their financial, family and business needs to deliver a tailored, effective outcome.

Trusts

Our trust services

Find out more about our expertise

At Quastels we are known for delivering excellent service to our clients. Our private wealth specialists have a pragmatic and personable approach.

Trust Establishment and Ongoing Advice

We assist in putting in place all forms of English law trusts and supplemental deeds, as well as ongoing advice to trustees on their obligations and powers. We also advise, where necessary, on the creation of non-UK trusts for both tax and succession planning purposes.

Will Trusts

Ensuring seamless succession, we create Will trusts, providing asset protection and strategic estate planning tailored to family needs in the context of estate planning.

Pre-Existing Trusts

We help restructure and ensure compliance for pre-existing trusts, maximising tax efficiency and adapting to complex, evolving legal requirements.

International and Cross-Jurisdictional Trusts

Advising on trusts outside the UK, we offer expert guidance on navigating complex international tax laws, ensuring global wealth is protected and transferred seamlessly.

Trust Termination and Beneficiary Support

We guide trustees and trust fund beneficiaries through the complex process of trust termination, ensuring assets are efficiently distributed while complying with tax obligations and preserving long-term wealth management strategies.

Trusts as Estate Planning Tools

We advise on using trusts for tax and succession planning, mitigating Inheritance Tax, Capital Gains Tax, Stamp Duty Land Tax, and Income Tax liabilities, ensuring wealth is preserved for future generations.

Expert Advice to Trustees

Comprehensive legal advice to voluntary and professional trustees, ensuring they fulfil their statutory duty while protecting trust assets. We provide tailored solutions that safeguard both trustees and beneficiaries, ensuring the trust operates efficiently and effectively.

Contentious Trusts, Estates and Private Wealth Disputes

When disputes arise, our expert Contentious Trusts, Estates and Private Wealth Disputes services ensure trust operations are fair, maintaining the efficiency of the trust and a balance between trustees and beneficiaries.

Private Wealth Disputes

Trusts

Our approach

At Quastels, we deliver legacy-driven trusts solutions that ensure our clients’ wealth and assets are safeguarded for generations to come. With a clear, confident and strategic approach, our partner-led team works collaboratively to design bespoke trust structures that align with clients’ unique financial goals.

 

Our focus goes beyond establishing trusts. We build sophisticated legal strategies that mitigate risk, maximise tax efficiency and ensure seamless wealth transfer across borders and generations. By simplifying the complexities of trusts law, we provide complete control, flexibility and peace of mind.

Whether advising on international assets or ensuring compliance with evolving regulations, Quastels acts as a partner in protecting and growing wealth. From high-net-worth individuals to global family businesses and investors, our expertise underpins legacies for the long term. 

 

Our guidance is distinctly clear, confident and collaborative, combining expertise with a personal touch. Drawing from across our firm, we are able to deliver the very best, complete service, ensuring our clients are protected, guided and supported throughout the process.

Trusts

Examples of our expertise

Our reputation for exceptional advice and proven track record in all private wealth matters sets us apart from other firms.

Advising a Billionaire Family on Trust Structuring

We structured business assets into trusts for a family, ensuring long-term tax efficiency and protection for future generations.

International Trust Structuring for UK Resident Non-Dom

Our team advised on cross-border trust structuring, ensuring tax efficiency and compliance across multiple jurisdictions.

Family Constitutions and Trusts for UHNW Families

We created family constitutions integrated with trusts to safeguard wealth and assets across jurisdictions, ensuring governance and long-term protection.

Offshore Trust Distributions to UK Beneficiaries

Our team advised offshore trustees on tax-efficient UK distributions, ensuring compliance and maximising trust benefits for UK-resident beneficiaries.

Resolving Contentious Offshore Trust Disputes

We provided strategic guidance to offshore trustees on complex trust disputes, ensuring tax compliance and efficient dispute resolution.

The Quastels team.

Your trusts experts.

Ben-Rosen-2-scaled-e1735039661602
Ben Rosen

Partner

Private Wealth & Tax

Jack-Burrows-2-scaled-e1737043834785
Jack Burroughs

Senior Associate

Private Wealth & Tax

Eleanor-Catling-2-1-scaled-e1736505102944
Eleanor Catling

Solicitor

Private Wealth & Tax

Michael-Haringman-2-1-e1736502574733
Michael Haringman

Consultant

Commercial Real Estate

Insights

Stay Up to Date

Send us a message

Let’s Talk About Your Question

Untitled(Required)
Untitled

trusted legal excellence

Get in Touch

Contact us today to discover how we can support you with legal solutions that stand out from the rest.

Get in Touch