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PRIVATE CLIENTS
High and ultra-high net worth individuals have many facets to their lives: from simplifying and streamlining their affairs, to managing tax exposure and protecting wealth for future generations.
Our team have spent their careers advising private clients and have experience in all aspects of fiduciary services. As members of the Chartered Institute of Taxation, the Society of Trust & Estate Practitioners, and the Institute of Chartered Accountants in England & Wales, our team remain up to date across the full spectrum of private client matters.
Trusts and companies can play an important role in private clients’ estate planning, for both asset preservation and inheritance tax mitigation. At Knox House Trust UK, we can advise on the practical aspects of establishing and running these and other vehicles, as well as coordinating all relevant tax and legal advice through our wider network of experts.
How We help clients
We are highly experienced in advising and acting for a wide range of clients, all of whom have their own specific and often complex requirements. Our services are therefore wide-ranging and encompass traditional fiduciary services but our capabilities extend far beyond.
