Samantha Morgan

Consultant | London

Secretary Judy Hay


Track record

Complex trust structure

Carried out a review of a complex trust structure, advising on the UK tax issues and fiduciary issues, co-ordinating with other advisers outside the UK. Following completion of the review, Samantha worked with the family and the trustees to implement the recommendations made in that report.

Private trust company legislation

Assisted a team in the Bahamas in a review of their private trust company legislation.

Trust documentation

Led a team preparing standard trust documentation (and related subsidiary documentation) for use by a bank owned trust company where the intention was to enable the settlor to obtain key powers over investment decisions without giving rise to UK tax problems.