Trusts, Estates & International Private Client
Specialist advice on offshore trusts, foundations, and cross-border succession.
We advise on offshore trusts, foundations, and succession planning across multiple jurisdictions. Our advice covers the UK tax treatment of non-resident trusts, reporting obligations, and the interaction between UK and overseas succession regimes.
Service Highlights
What You Need to Know
Offshore trusts and foundations are subject to complex UK tax rules that have tightened significantly. UK resident beneficiaries receiving benefits from an offshore trust may face income tax or CGT charges on trust income and gains, even where nothing has been formally distributed. Trustees of offshore structures with UK assets or UK resident beneficiaries have reporting obligations under the Trust Registration Service. The interaction between the trust tax rules, the non-dom regime, and the overseas income changes from April 2025 creates a particularly complex environment. We advise settlors, trustees, and beneficiaries on the UK implications of offshore structures and ensure all reporting is met accurately and on time.
What We Provide
Offshore Trusts
Advising on the establishment and ongoing management of offshore trusts, including the UK tax implications for settlors, trustees, and beneficiaries.
Cross-Border Succession
Coordinating succession planning across multiple jurisdictions, navigating the interaction between different legal and tax systems.
Reporting Obligations
Ensuring compliance with UK and overseas reporting obligations for offshore structures, including trust registration and disclosure.
Why Choose Bespoke Tax
We provide a unique combination of international expertise and global presence.
Expert Team
Dedicated specialists with deep knowledge of international tax regulations and compliance requirements.
Proven Results
Track record of delivering significant tax savings and compliance improvements for our clients.
Risk Mitigation
Proactive approach to identifying and mitigating tax risks before they become costly problems.
Ready to Optimize Your Tax Strategy?
Speak with our tax experts to discuss your specific trusts, estates & international private client needs. We provide clear, actionable advice tailored to your goals.
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