Catherine Trant

I continue to manage and advise HNW and UHNW clients, family offices, and trustees, while overseeing staff and leading business development initiatives. Recent projects include:

• Guiding clients through the Autumn Budget 2024 changes.
• Restructuring and tax planning for settlor-interested offshore trusts.
• Terminating offshore trusts and implementing alternative family wealth structures.
• Conducting tax risk analysis of offshore structures as alternatives to trusts (e.g. FICs, PCCs, SICAVs).
• Providing tax analysis and advice on the most efficient investments within alternative offshore vehicles.
• Advising on tax-efficient funding options for offshore structures.
• Supporting clients with residency matters, including becoming non-resident, application of TNR provisions, and resetting the long-term residence clock.
• Developing re-remittance IHT mitigation strategies.

• Executed UK and cross-border tax planning for HNW and UHNW individuals.
• Established and implemented offshore structures, focusing on Family Office solutions for globally mobile clients.
• Managed termination and winding down of non-viable offshore and onshore structures.
• Advised trustees on UK tax compliance and reporting obligations for resident and non-resident status.
• Facilitated complex disclosures to HM Revenue & Customs for individuals, trustees, and executors.
• Provided UK tax advice for land and property purchases by resident and non-resident individuals.
• Supported expert witness contributions in matrimonial proceedings, enhancing case clarity.
• Developed tailored tax strategies that maximised benefits for clients across jurisdictions.

• Advised non-UK resident trustees on optimal structuring of offshore trusts with UK tax resident settlor/beneficiaries.
• Managed cross-jurisdictional engagements for international Law Firms.
• Provided UK advisory and compliance services to international. entrepreneurs and non-UK domiciled, UK tax resident individuals.
• Won and managed £250k+ engagement for an international bank which involved a review and health check of entire trust book.
• Managed budgets, pricing, and day-to-day workflow while leading and developing a team of associates.
• Delivered complex projects including onshoring a Jersey foundation, large-scale data reviews for international banks, and multi-year gain and income pool calculations for offshore trusts.

• Serviced a diverse compliance and advisory portfolio of non-UK domiciled/resident individuals, trusts, MPs, barristers and landed estates.
• Completed a Jersey secondment, gaining specialist tax experience across Jersey personal returns, partnership returns and high-value residency applicants.