Key services

Trusts & Fiduciary Services

The devolved ownership, flexible construction and confidentiality benefits of Trusts make them an ideal solution to a range of complex personal and corporate situations.

From tax and estate planning for private clients to pension and employee benefit trusts for corporates. BW Oakfield’s expertise guarantees that aspirations are realised and benefits maximised for all our clients.

We take the time to understand each client’s personal requirements and offer a full range of Trust formation and management options, including:

• Discretionary Trusts
• Life Interest / Fixed Trusts
• Accumulation and Maintenance Settlements
• Purpose Trusts

Trusts offer many solutions for personal and corporate clients, such as:

• Asset Protection
• Tax Planning
• Succession Planning
• Confidentiality
• Contingency Planning
• Family Provision