All of our services have been crafted by a team of experts to address the complex and sophisticated needs of individuals who are looking for effective wealth management solutions.

As part of the Knox group of companies, we are able to offer complementary services that can be delivered in a seamless, bespoke and often innovative way.

Please browse some of our case studies below to see solutions we have crafted for our clients.


An offshore trust was set up using an offshore dummy settlor. The economic settlor was UK domiciled and died in 2004, he or his wife could never benefit from the settlement. […]

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A long term UK res-non dom individual inherited part of a £20,000,000 account from their non-resident grandfather in 2000. The UK resident was a minor beneficial owner directly entitled to 10% of the account. […]

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