Our team has extensive expertise in working with pensions and trusts, from the simple to the complex.

This includes a trustee with a foreign trust with fiduciary responsibilities for US beneficiaries, or trustees in many different jurisdictions looking for support as their beneficiaries are US tax payers.

Our team can support you with their deep understanding of US grantor trusts, UK resident non-dom rules and trustees’ fiduciary responsibilities. What's more, by working with an independent investment manager, you benefit from a breath of investment options as well a network of experts across the globe.  

Download the brochure

Find out more about how we can support those with US connections, helping them to navigate regulatory and tax regimes across borders.

Our minimum sum for investment management

Our services start at £1 million or currency equivalent for discretionary services or £10 million or currency equivalent for advisory services.

The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.