Zoe is a private client tax specialist based in our Swindon office.
15 September 2020
As a result of the requirements laid down by the Fifth Money Laundering Directive, the pre-existing Trust Registration Service (TRS) (which had already been beset with technical issues since its introduction) was considered inadequate. Following a welcomed consultation on the matter, HMRC created a new ‘micro-service’ Trust Registration Service, but is it working?
Stephanie is an Associate Director and heads up the Southampton Private Client team.
Eugenia is a private client tax director based in our London Farringdon Street office. She advises high and ultra high net worth clients with complex international aspects to their financial affairs.
10 September 2019
As trustees and agents alike get to grips with the HMRC trust registration service (TRS), a change to EU law extends the net and the risk of trustees failing to meet registration obligations.
20 February 2019
The number of tax paying trusts is declining, but has Britain just fallen out of love with trusts or is something else driving behaviour?
19 November 2018
A consultation was published last week that sets out the government’s view on how to make trusts ‘fairer, simpler and more transparent’, a commitment made in the Chancellor’s Budget in 2017. After nearly a year speculating on the meaning of those five words and whether they carried some ominous intent for trustees, are we now any clearer on what the future might bring?
Liz is based in the Private Client Tax team. She specialises in trust and estate work and regularly advises multi-generational families on their private client tax affairs and accounting matters.
27 April 2018
Setting up a trust can deliver many benefits, but selecting the right trustees is crucial. Before taking the plunge, we map out a useful checklist to help the decision-making process.
Sophie heads the private client legal services offering at RSM. She deals with a wide range of legal issues relating to private clients with a particular focus on advising high net worth individuals, non-domiciled individuals and offshore trustees.