Trust Reviews & Employee Ownership
Expert guidance for protecting assets, managing trusts and transitioning businesses to employee ownership.
Trusts and employee ownership structures offer powerful ways to protect value, transfer wealth, and create sustainable succession. Catanda reviews, corrects, and designs structures that stay compliant, efficient, and aligned with your long-term goals.
When and Why Trust Reviews Are Essential
Why Trust Reviews Are Essential
Ensuring Your Trust Is Fit for Purpose
Trusts are invaluable for wealth protection, but legislation evolves constantly. Without regular reviews, many become inefficient or even non-compliant with HMRC guidance.
We review Onshore and Offshore trusts, identifying risks, updating governance, and ensuring your trust reflects changing tax laws and family circumstances.
Evaluating Legacy Structures
Outdated employee benefit or retirement schemes can cause complications. We review and restructure legacy trusts to bring them in line with modern compliance standards.
Understanding EBTs & EFRBS Issues
EBTs and EFRBS arrangements often attract HMRC scrutiny. We identify exposure points, advise on corrective action, and help you settle or reform schemes with minimal disruption.
Reviewing Existing Trust Structures
Evaluating Legacy Structures
Outdated employee benefit or retirement schemes can cause complications. We review and restructure legacy trusts to bring them in line with modern compliance standards.
Understanding EBTs & EFRBS Issues
EBTs and EFRBS arrangements often attract HMRC scrutiny. We identify exposure points, advise on corrective action, and help you settle or reform schemes with minimal disruption.
Get Expert Trust & Ownership Advice Today
Whether you manage family assets or business succession, our specialists provide clarity and tailored compliance solutions.
Addressing High-Risk or Outdated Arrangements
Fixing High-Risk or Mis-Sold Trust Arrangements
Rectifying Non-Compliant Trusts or Schemes
If you’ve been advised into an unworkable trust or complex scheme, we can help correct the structure, mitigate penalties, and restore compliance.
Our team helps trustees and business owners bring their structures back onside with HMRC through professional, discreet guidance and full documentation support.
Optimising Long-Term Trust Strategy
Maximising Long-Term Portfolio Efficiency
Maximising Long-Term Efficiency
A well-structured portfolio performs better financially and operationally. The right structure can reduce tax, improve borrowing capacity and make future planning easier.
Regular reviews ensure your trusts continue to serve their purpose—protecting assets, reducing tax exposure, and maintaining flexibility for future generations.
Optimising Long-Term Trust Strategy
Building a Compliant Ownership Framework
For businesses moving toward Employee Ownership Trusts (EOTs), we design clear, tax-efficient frameworks that balance reward, control, and continuity.
Our Valued Clients
Strategic International Tax Support and Risk Management
Understanding Your Compliance Options
Our experts provide full visibility into your trust’s tax position, highlighting areas for improvement and future-proofing your structure.
How Catanda Creates Tailored Solutions
- Independent Onshore & Offshore trust reviews
- EBT/EFRBS assessment & settlement support
- Employee Ownership Trust (EOT) planning
- Identification of compliance risks
- Governance & documentation updates
- Tax-efficient structure recommendations
What You Can Expect
- Detailed portfolio analysis
- Identification of tax inefficiencies
- Review of current structures and financing
- Guidance on incorporation or LLP suitability
- Support correcting risky or mis-sold schemes
- Long-term planning for growth and succession
How Catanda Supports Trustees & Businesses
We bring deep tax expertise and forward-looking planning to every estate.
How Catanda Supports Trustees & Businesses
We combine technical precision with real-world understanding to help clients manage risk, ensure compliance, and build resilient ownership models.
What You Can Expect
Proactive, HMRC-aligned solutions built around transparency, efficiency, and peace of mind for trustees, families, and business owners alike.
Trust Reviews & EOT FAQs
Here are the answers to some frequently asked questions about our services. You can find more on our FAQ page here
Regular reviews ensure ongoing compliance, efficiency, and relevance to your objectives.
Some require corrective action due to changing HMRC policy—our reviews identify and fix these issues.
Tax-free sale of controlling interest, employee engagement, and long-term business continuity.
We provide governance reviews, HMRC-aligned adjustments, and documentation updates tailored to your needs.
Yes—when structured correctly, trusts remain one of the most robust asset-protection tools available.
Speak to a Trust & Ownership Specialist Today
Protect what matters most with expert-led reviews, compliance planning, and long-term structural solutions designed around your goals.