Ludlow Trust announces move into tax and advisory services, merges with the Charter Tax and Saffron

LONDON - April 4, 2022 - PRLog -- Ludlow Trust, which was formed last year to acquire the Coutts, Royal Bank of Scotland and Nat West Trust UK businesses, has announced its first major development since the new trust company was launched.

Saffron Tax Partners and Charter Tax, both long established and successful businesses, have been brought into the Group to broaden the range of in house client services on offer.

Specifically, the Ludlow Trust Group will now be able to offer clients enhanced taxation consulting and compliance and deliver services across areas such as corporate and owner managed businesses, private clients and personal and partnerships tax. Other areas of expertise which the Group will be able to offer include family office and trust advice and estate planning and probate services.

All companies will operate as fellow subsidiaries under Ludlow Trust Holdings (UK) Limited with the principals of Charter and Saffron acquiring equity in the Ludlow Group as part of the transaction, completion of which is subject to regulatory consent.

This demonstrates the confidence of the leaders of each firm that this step is a true meeting of minds and a move to broaden the service offering and expertise to the clients from each firm.

Commenting on the two acquisitions, Matthew Wickers, Chief Executive Officer, said, "We are delighted to welcome the staff and clients of Saffron Tax Partners and Charter Tax to the Ludlow Trust Group. These acquisitions are an important strategic step in the development of Ludlow Trust, which has successfully integrated the trust businesses we brought in last year. Having the expertise of Saffron and Charter available to clients as an integral part of our group will make for a more efficient and smoother client experience. We are already developing a strong reputation for customer experience as a result of our advanced administration and customer services platforms.  I am very optimistic about the potential for growth of the enhanced Ludlow Trust Group.

For more information, please visit www.ludlowtrust.com