Unlock Long-Term Protection and Efficiency
Through Tailored Tax & Trust Planning
As wealth grows and personal circumstances evolve, managing tax exposure and structuring assets effectively becomes increasingly important. For high-net-worth individuals and families, thoughtful tax and trust planning is essential to protect wealth, preserve privacy, and secure a lasting legacy.
At The Michele Carby Practice, we provide bespoke trust and tax solutions that adapt to your global footprint, personal goals, and family dynamics. Whether you’re planning across jurisdictions, preparing for succession, or looking to optimise your estate, our team helps you structure your wealth with clarity, control, and long-term foresight.
Domestic & International Trusts
Establish flexible legal structures to safeguard assets, ensure privacy, and manage succession efficiently.
Cross-Border Tax Planning
Navigate complex global tax regimes with strategies designed to minimise exposure and ensure compliance.
Family Trusts & Foundations
Create lasting vehicles to support family governance, long-term giving, and multi-generational wealth transfer.
Inheritance & Estate Tax Mitigation
Plan proactively to reduce estate tax liabilities while preserving control over asset distribution.
Trust Restructuring & Review
Ensure existing structures remain efficient, compliant, and aligned with current objectives and legal standards.
Charitable Trusts & Philanthropic Structures
Build impact-driven vehicles that reflect your values and extend your legacy.
Tax and trust planning offers distinct advantages that go far beyond minimising liabilities. At its core, strategic structuring supports stability, clarity, and continuity—qualities essential to managing complexity in a global, ever-changing world.
One of the most powerful benefits of trust planning is the ability to preserve wealth across generations. Properly structured trusts can provide long-term control, protect beneficiaries, and help avoid the risks of unplanned succession. When paired with global tax expertise, these structures also help reduce exposure to punitive tax regimes, especially when assets span multiple jurisdictions.
Tax and trust solutions also offer privacy and governance benefits. For many HNWIs, maintaining discretion, establishing control over asset distribution, and planning for the unexpected are just as important as financial efficiency. With the right structures in place, your legacy can be preserved and protected—on your terms.
Finally, trust and tax planning is an essential part of long-term wealth strategy. Whether you’re supporting dependents, funding philanthropic goals, or preparing for a cross-border move, your structure should evolve alongside your life. We help you build that foundation.
We begin by gaining a full understanding of your financial position, family dynamics, residency status, and long-term objectives. From there, your advisor works with our trust and tax planning specialists to determine whether bespoke structuring is suitable for your goals.
If appropriate, we’ll guide you through the setup, administration, and ongoing management of trust and tax solutions. This includes coordinating with legal and tax professionals, ensuring full compliance, and adapting your structure over time.
We also provide regular reviews to ensure your estate plan continues to serve your needs and remains aligned with global regulatory developments. Our goal is to make complex planning accessible, purposeful, and future-ready.
Trust and tax planning isn’t one-size-fits-all—it’s highly personal. Our approach begins with understanding your goals, then designing bespoke strategies that reflect your family’s values, lifestyle, and vision for the future.
We assess your cross-border exposure, inheritance goals, and estate complexity.
We recommend tailored structures—such as trusts, foundations, or holding vehicles—aligned with your legal, tax, and personal landscape.
We coordinate all administrative and professional services, and provide continuous oversight and reporting.
By taking a collaborative, long-term view, we help ensure your wealth is structured to meet today’s needs while securing tomorrow’s legacy.
Trusts are legal arrangements that allow assets to be managed and distributed according to your wishes. They provide control, privacy, tax efficiency, and help ensure long-term wealth protection—especially in complex or multi-jurisdictional situations.
When used effectively, trusts can mitigate estate, inheritance, and income taxes by shifting ownership or controlling asset flows. Our team designs structures tailored to your circumstances and global tax obligations.
Not at all. Early planning allows for greater flexibility and more efficient outcomes. Trusts can support children, safeguard assets during life, and provide for beneficiaries across generations.
If you have assets, beneficiaries, or residency ties in multiple countries, an international trust may be beneficial. We assess your global profile to determine the most suitable jurisdiction and structure.
Yes. We regularly review and restructure existing trusts to ensure they remain efficient, compliant, and aligned with your goals and current regulations.