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DW TrusteesThe service

Particular features of our service include:

  • acting as corporate trustee;
  • advice on all matters concerning the formation of trusts, their operation, the rights of the parties interested in the trust assets and dissolution;
  • advice on the taxation consequences of the investment policy involved particularly for investments in private companies which are "connected" with the trust;
  • advice on the appropriate financial structures to hold and control trust assets and the formation of companies to hold trust assets in other areas of the world;
  • the appointment of independent investment advisers in accordance with the wishes of clients;
  • the measurement of performance, the implementation of changes of policy and advice on charges and terms of appointment;
  • the provision of arrangements by which a trust can be moved from its present location to another jurisdiction if so required in the future; and
  • the provision of accounting services by chartered accountants specifically trained and skilled in this specialised area.

DW Trustees
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