The attraction of commercial or residential real estate as an investment class, or as a family home, is as strong as ever. With values often representing significant portions of overall wealth, having the appropriate structuring solution, provided by the right service provider, is essential.

Whilst the long term attractions of holding investments in real estate are clear, there are often complex legal, tax and administrative requirements that need to be adhered to. This is particularly the case in the United Kingdom where the tax treatment of real estate has changed significantly in recent years and there is onerous legislation applying to landlords.

Highvern’s team of lawyers, accountants, trustees and company administrators have extensive experience of creating and administering property holding structures including property holding unit trusts, limited partnerships, trusts, companies and foundations.

In addition, through a network of third party specialist service providers, Highvern is able to bring together all of the necessary expertise required for the management of this asset class in accordance with legal and regulatory requirements, and in a cost-effective manner.

Services include:

  • Structure formation
  • Company and trust services as required, including SPV trustees
  • Tax reporting including VAT returns
  • Accounting and financial reporting
  • Maintenance of all corporate governance documentation evidencing management and controlĀ 
  • Management of all compliance related reporting e.g. FATCA & CRS

Key Features

Internationally recognised for inter-generational wealth transfer
Separate legal personality of the holding entity
Tailored in line with each client's situation and objectives
Access to a highly experienced team of professionals
Access to investment opportunities in multiple markets
Orphan vehicle for funds, SPVs & private trust companies

Key Contact

Miles Le Cornu

Head of Private Client & Corporate

mileslecornu@highvern.com
+44 (0) 1534 480 603

Awards + Accreditations