EXPERIENCED UK AND INTERNATIONAL TAX AND TRUST LAWYERS Blake Morgan’s nationwide Tax and Trust lawyers, comprises specialist trust lawyers and administrators, who advise individuals and their families on all aspects of trust and personal tax law as part of a wider wealth protection strategy. This includes UK and/or offshore tax and trust advice, trust reporting obligations or assistance with the creation, management or termination of trusts. Our experienced UK and international Tax and Trust lawyers also work closely with our Contentious Trusts, Corporate and Real Estate teams to advise trustees, beneficiaries and other fiduciaries on issues ranging from trusts disputes, corporate and property law. Arrange A Call With One Of Our Experts MAIN AREAS OF PRACTICE Our Trust lawyers provide expert advice on a full range of issues including: TRUST CREATION Trusts remain an important part of asset protection planning, especially for those wishing to pass wealth to future generations who are not financially or emotionally astute or to protect against divorce and bankruptcy. Our Trust lawyers can set up a trust to provide flexible and effective solutions. ALTERNATIVES TO A TRUST Where a trust is created or is in existence, our Trust lawyers can advise on how the trust can be used as part of a tax and succession planning strategy to mitigate Inheritance Tax, Capital Gains Tax, Stamp Duty Land Tax or Income Tax payable on your death. TRUST MANAGEMENT Our Trust lawyers can assist new and existing trustees with all aspects of day-to-day trust management including advising trustees about their powers and duties under trust legislation, helping trustees to choose appropriate investment advisors and liaising with beneficiaries to ensure the trust fulfils its purpose. PREPARATION OF TRUST ACCOUNTS AND ANNUAL TAX RETURNS Our specialist Trust lawyers and in-house trust account managers can prepare annual trust accounts, annual tax returns and can provide trustees with advice on all taxes applicable to a trust. TRUST TERMINATION Our Trust lawyers also have experience in terminating trusts and advising the beneficiaries of their tax position once the trust ceases. COLLABORATIVE APPROACH We can work with your own professional advisors to provide a collaborative approach to the advice you need. Through our connections with the international network (TAG Law) we are recognised as leaders in the field of international tax and cross-border trust issues. TRUSTS DISPUTES Our Trusts and Contentious Trusts teams can identify the strategies for resolving disputes whether with trustees, beneficiaries or other fiduciaries. RELATED EXPERTISE Business Owners & Entrepreneurs Agriculture and Rural Business Court of Protection Will and Inheritance Disputes Wills Probate and the Administration of Estates Stamp Duty Land Tax Advice OUR CLIENTS Our Trusts lawyers advise individuals who may be involved only with the UK or who may also have significant overseas connections that can make the situation more complicated. We strive for the best outcome, whether advising trustees or beneficiaries. "The well-regarded team is noted for being 'clearly focused on high levels of client service' in its work with UK and international families. Its areas of expertise include business succession and tax planning. A source reports that, 'I have been very impressed with their real attention to detail, dotting the i's and crossing the t's.'" - Chambers 2019 "Blake Morgan has detailed experience and expertise in trust and Inheritance Tax matters. They provide a full and professional service and have maintained this throughout the pandemic." - Legal 500, 2022 AWARDS AND ACCOLADES INTERESTED IN THE LATEST NEWS FROM BLAKE MORGAN? Private Client Insights & Invitations Discover More About Our Mailings Here 1 2 3 4 HIGHLIGHTS Succession planning for private company business owners – advising shareholders about passing unquoted shares to trusts for the benefit of their children involved in the family business, including involving our Corporate team as necessary to consider the company's articles of association. 1 2 3 OUR EXPERTS JAMES GREIG Partner Oxford View Profile SIMON TREHERNE Partner Southampton View Profile LISA DAVIES Partner Cardiff View Profile BM INSIGHTS ARTICLES DO I NEED A WILL? Where there is a will there is a way, as the saying goes, and where there is no Will, there could be problems coming the way of your family or... Read More ARTICLES KEY CONSIDERATIONS FOR ESTATE AND INHERITANCE TAX PLANNING Believe it or not, everybody has an estate, which includes everything you own. If your estate is large enough, Inheritance Tax may become payable. It is therefore a very good... Read More ARTICLES YOUR LAST WILL AND TESTAMENT – AVOIDING UNNECESSARY DRAMA I have been a fan of the Bafta-winning comedy drama Cold Feet since the first series which aired back in 1998, when I was at university. The programme is now... Read More ARTICLES TRANSGENDER AWARENESS WEEK - TRANSGENDER AND YOUR WILL "My son has become my daughter – do I need to update my Will?" This is just one of the questions we are beginning to be asked more regularly by... Read More ARTICLES WHY YOU WON'T BE ABLE TO SWEAR IN FRONT OF A SOLICITOR FOR TOO MUCH LONGER The Government has recently announced changes to the procedure for applying for a grant of probate in England and Wales. The Non-Contentious Probate (Amendment) Rules 2018 ('the New Rules') form part of the... Read More ARTICLES DIGITAL ASSETS AND MAKING A WILL In January 2018 a unique, mint condition item was put up for sale in an online auction house. Signed by Tyler Latham and created to commemorate his team’s victory in... 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