Fiduciary
Collas Day offers legal solutions to meet the needs of the international fiduciary service sector.
Our fiduciary service draws on experience from across the firm. We focus on providing high value, high quality work with prompt delivery . Our team is acknowledged for being professional and approachable, able to offer commonsense solutions to seemingly intractable problems.
We offer contentious and non-contentious services to the fiduciary sector. We can also service individuals and families directly.
Recent work includes:
- Acted for and advised well-known household brand on the setting up of corporate trust structure with a combined value in excess of $2 billion
- Advised global bank on rectification strategy for trust structure with a combined valued in excess $1.9billion
- Establish and advised on various Employment Benefit Trusts for multi-national companies
- Acted in the groundbreaking Guernsey guardianship case "Re X"
- Assisted HNW Family committed to philanthropy, by setting up suitable structures to hold various unusual assets including novel inventions
- Advised HNW international families with complicated cross-border issues on estate planning
- Advised the vendor company and its shareholders on the sale of fiduciary services provider, Walbrook Group, to Barclays.
Banks, Financial Institutions, Corporations and Licensed Fiduciaries
- Legal and Regulatory advice
- Corporate and fiduciary structures and governance
- Risk minimisation
- Trust audits
- Employee Benefit Trusts
- Non-Charitable Purpose Trusts
- Special Purpose Vehicles
- Pension Trusts
- Charity Formation
High Net Worth Individuals and Families
- Development and creation of appropriate structures including trusts for the preservation and management of assets
- Estate and Succession planning
- Wealth structuring
- Inheritance planning
- Pre immigration and expatriation planning
- Dispute resolution
Contentious services
Where fiduciary matters become contentious we are able to offer a range of Dispute Resolution services including:
- Mediation and other Alternative Dispute Resolution approaches
- Validation and administration of structures
- Consideration of sham trusts, constructive trusteeship and tracing claims
- Advice and representation in trust disputes
- Variation or resettlement of trusts
- Advice in regulatory and compliance matters.
To find out more about our practice and services please contact:
Primary - Chris Bound, +44 (0)1481 734274, chris.bound@collasday.com
Alternates - Patrick Palmer, +44 (0)1481 734441, patrick.palmer@collasday.com
Christian Hay, +44 (0)1481 734275, christian.hay@collasday.com