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I need an experienced accountant or tax-savvy advisor to guide me through two connected tasks: establishing a formal trust and designing the most efficient company structure around it. I’m looking for someone who can walk me from initial strategy through to signed documentation, explaining the implications for liability, taxation, and day-to-day administration along the way. Scope of work • Recommend the appropriate type of trust for my situation, draft the trust deed, and outline the steps for registration. • Analyse my short- and long-term business goals, then propose the ideal entity (or mix of entities) that complements the trust—whether that ends up being an LLC, corporation, partnership, or another structure. • Prepare all formation paperwork, minutes, and filings required in my jurisdiction, ensuring the structure is compliant and ready for banking and tax registration. • Provide a clear implementation roadmap so I understand ongoing obligations—annual filings, bookkeeping checkpoints, and any state or federal reporting nuances. Deliverables 1. Trust deed in final, register-ready form. 2. Entity formation documents (articles, operating agreement, bylaws, etc.). 3. Step-by-step post-formation checklist covering tax IDs, licenses, and compliance dates. 4. A brief strategy memo summarising why each element was selected and how they work together to protect assets and optimise tax outcomes. This is a very exciting project for the right professional. Please check out my website to learn a bit more about what I do: www.drnick.me. > You must speak and understand English excellently. > You must be able to use audio calls, this is a serious post only for a serious freelancer and it can't be done via chat. > Our first conversation will be via audio.
Project ID: 40563591
16 proposals
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Active 6 days ago
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16 freelancers are bidding on average £41 GBP for this job

Affordable, Early Delivery. ★★★★★★★★★★★★★★I hold a Masters degree which gives me the requisite background to handle writing from various subjects. I am a highly committed person towards my work. You can rely on QualityXenter for quality and consistency in writing. We never violate copyright rules. I have vast amount of experience in this industry since I am working from 2015 as a professional writer. I provide many modifications till to get your satisfactions. I have access to enough journals to use in your research project. I always produce quality work at VERY LOW RATES so, don't worry if you have a low budget for your work, I will be very happy to make a new client like you. I am producing quality work for my clients including ARTICLE WRITING, REPORT WRITING, ESSAY WRITING, RESEARCH PAPERS, BUSINESS PLAN, TECHNICAL WRITING, MATLAB, THESIS, ACCOUNTING & FINANCE work ETC. Go through my profile link https://www.freelancer.com/u/qualityxenter
£10 GBP in 1 day
6.3
6.3

As a seasoned attorney, my background in Corporate and Tax Law make me uniquely qualified to take on your project. I am very well-versed with the establishment of trusts and business structuring, having dealt with such matters throughout my career. My extensive experience includes drafting numerous trust deeds, liaising with regulatory bodies for registration, and suggesting the most effective entity structure for a variety of business goals, which I believe aligns perfectly with your needs. Over the years, I have worked diligently on projects similar to yours, assisting clients in creating tailored entities and trust structures, ensuring compliance with all legal obligations. My approach is rooted in thorough research and analysis so that we can implement a structure that offers optimal protection for your assets while simultaneously optimizing tax outcomes. As a professional with an arsenal of 1600+ prepared legal documents in my current role at a tier 1 law firm, I am no stranger to the nuanced details involved in creating comprehensive legal frameworks. With me on board, be assured that you will receive deliverables of impeccable quality - right from the final trust deed ready for registration to meticulously prepared entity formation paperwork - all while being supported by postformation checklists keeping you ahead of all necessary tax IDs, licenses or compliance dates.
£449 GBP in 2 days
4.5
4.5

As an AI-powered financial services platform, FinxisAI would be the perfect partner to guide you through creating a trust and optimizing your company structure. Our automated bookkeeping and compliance processes ensure that all your financial operations are streamlined and modernized. We have an unwavering commitment to real-time financial clarity and decision-making, which perfectly aligns with your project needs. Our end-to-end financial automation capabilities will facilitate the recommendation, creation, and registration of the appropriate trust for your unique situation. We'll draft a legally-binding trust deed according to your specifications and ensure compliance every step of the way. Our expertise doesn't stop at creating the trust; we'll analyze your short- and long-term business goals meticulously to propose a complementary entity structure for optimal asset protection and tax outcomes. Your project is exciting because it challenges us to optimize business structures while protecting assets through the creation of a trust. At FinxisAI, we turn challenges into opportunities with our advanced technology and thorough understanding of finance lawscape. I'm excited to discuss your project further in an audio call to ensure utmost clarity on both sides before we embark on this impactful journey together.
£10 GBP in 7 days
2.9
2.9

Hi, I'm Waqas Aziz, a professional bookkeeper. I help client to register their businesses in different countries. I think it seem feasible if I review the UK trust registration criterea. Thanks!
£15 GBP in 7 days
1.7
1.7

Hi Dr. Nick, I am interested in helping with your project. I have experience in accounting, bookkeeping, and administrative support, and I pay close attention to detail. I can assist with preparing and organizing documents, maintaining accurate records, creating compliance checklists, and providing ongoing support throughout the project. I am a fast learner, communicate well, and always deliver my work on time. I would be happy to discuss your requirements and see how I can support your project. Thank you for your time, and I look forward to hearing from you. Best regards.
£15 GBP in 7 days
0.0
0.0

Hi, I've looked at www.drnick.me. You're clearly building something beyond a typical coaching business—the 500 mentors initiative suggests a mission-driven operation that needs proper asset protection and succession planning from day one. The real complexity here is designing a structure that keeps your IP safe, minimises tax exposure, and gives you clean governance as you scale internationally. ✔ Recommend the appropriate trust type and draft the trust deed ✔ Design the optimal entity mix (LLC, corporation, or other) to complement the trust ✔ Prepare all formation documents: articles, operating agreement, bylaws ✔ Provide a compliance roadmap: tax IDs, licences, annual filings, bookkeeping checkpoints ✔ Strategy memo explaining the "why" behind each decision With experience in UK and international structuring for education and mentorship businesses, I know how to build for growth. Let's discuss about the full plan
£20 GBP in 4 days
0.0
0.0

As a seasoned writer and researcher, I can provide you with impeccably crafted content that will guide you through the intricate process of trust creation and business structuring formation. I understand the gravity of your project, which is why I am offering you my full commitment and dedication to deliver on your precise needs and expectations. Leveraging advanced research skills, I'll do a deep dive into your business situation to recommend the most suitable trust type for your specific requirements. My expertise also lies in strategic planning, so not only will I draft a custom trust deed tailored for your needs, but I'll create an implementation roadmap that ensures 100% compliance with tax regulations while protecting your assets effectively. Finally, what truly sets me apart is my ability to communicate complex information in simple, clear terms. I want you to fully understand every step along the way and to this end, I'll provide you with detailed post-formation checklists. Consider my skills of utmost value for this project; together we can form a structure that optimizes tax outcomes and positions your business for long-term success. Let’s schedule an audio call where we can discuss your specific goals and how best to achieve them!
£10 GBP in 1 day
0.0
0.0

Dear Dr. Nick, Thank you for posting this opportunity. While my primary expertise is in administrative support, document management, data organization, and project coordination rather than providing professional accounting or legal advice, I am interested in supporting your project from an administrative and documentation perspective. I have experience organizing complex information, preparing and reviewing documents, maintaining accurate records, and coordinating tasks with close attention to detail. I am proficient in Microsoft Office, Google Workspace, and document management, and I communicate clearly in English. I am comfortable participating in audio calls, following detailed instructions, documenting discussions, preparing checklists, organizing compliance-related paperwork, and ensuring that all project materials remain well structured and up to date. I work independently, maintain confidentiality, and always strive to deliver accurate and professional results. If your project requires administrative assistance alongside your accountant or legal professional, I would be pleased to discuss how I can contribute. Thank you for your time and consideration. I look forward to hearing from you. Kind regards, Afiqah
£15 GBP in 7 days
0.0
0.0

I’m a strong candidate for this project due to my accounting and finance background, with experience reviewing business structures, compliance requirements, and financial implications. Below are my skills: - communicate complex trust and entity concepts clearly - provide organized documentation support - help ensure the structure aligns with your asset protection, tax efficiency, and long-term business goals. I’m professional, detail-oriented, fluent in English, and comfortable participating in audio discussions throughout the process.
£15 GBP in 7 days
0.0
0.0

This project immediately caught my attention because it is exactly the type of work I do best. I understand the need for a clean, professional, and integrated approach to establishing a trust and designing an efficient company structure. While I am new to freelancer, I have tons of experience and have done other projects off site. I specialize in trust formation, entity structuring, and compliance, ensuring seamless and user-friendly solutions that align with your business goals. If this sounds like what you're looking for I'd love to hear more about your project. Regards, Warrick Van Eeden
£10 GBP in 7 days
0.0
0.0

I would be glad to assist you with establishing a trust and designing the most effective business structure to support your financial, tax, and asset protection goals. I understand the importance of creating a compliant structure that is efficient, easy to manage, and tailored to your long-term business objectives. I can guide you through the entire process, from strategy and planning to preparing the required trust and entity formation documents. I will also explain the tax, liability, and administrative implications of each recommendation so you can make informed decisions with confidence. I can assist with: • Recommending the most suitable trust structure for your situation. • Preparing the trust deed and outlining the registration process. • Analysing your business goals and recommending the ideal entity structure. • Preparing the necessary formation documents, agreements, and compliance paperwork. My focus is on providing practical, accurate, and confidential guidance while ensuring the entire structure is compliant and ready for implementation. I am fluent in English and available for audio calls, and I look forward to discussing your goals and helping you build the right structure for long-term success. Thank you for your consideration.
£15 GBP in 7 days
0.0
0.0

Fulham, United Kingdom
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