The English Trust

Asset Protection and Generational Transfer

The english trust

In both personal and business management, there are moments when planning for the future and protecting assets become crucial. A trust is an invaluable legal instrument that provides tailored solutions for preserving and transferring wealth over time.

A trust is a legal arrangement where one party (the settlor) transfers assets or rights to another party (the trustee), who manages them in the interest of one or more beneficiaries according to the settlor’s instructions. Trusts can be used for various purposes, primarily succession planning and the generational transfer of personal or business assets.

The English trust, in particular, offers several advantages compared to other jurisdictions, mainly due to the unique characteristics of its legal system and the flexibility and tradition of trusts within common law.

Key advantages

  • High Flexibility:English trusts are renowned for their adaptability to a wide range of circumstances and specific goals.
  • Legal Certainty and Tradition:As a well-established legal tool in English law, trusts benefit from extensive case law and greater legal predictability.
  • Robust Asset Protection:Assets held in an English trust are shielded from enforcement or precautionary actions by creditors of either the settlor or the trustee.
  • Asset Separation:Trust assets form a distinct estate and are not part of the trustee's personal property.
  • International Recognition:As part of a globally recognized legal framework, English trusts are easier to manage and enforce across jurisdictions.
  • Versatility:English trusts are considered more versatile and less rigid than other legal instruments, allowing for greater customization to meet the settlor's needs.

At PAGE, we offer specialized consultancy and assistance in the realm of trusts. We prioritize understanding your unique needs and goals to identify the trust structure that best aligns with your personal or business objectives. With us, you can count on a discreet, professional service tailored to your requirements, supported by our experts who guide you step-by-step in establishing your trust.

Our services include:
• Defining objectives
• Identifying the most suitable instrument with legal support
• Trustee appointment
• Drafting the trust deed in collaboration with legal professionals
• Transferring assets to the trust
• Monitoring and management