Trust and estate planning

In close consultation with our customers and their professional advisors we offer a range of flexible trust instruments that are tailored to suit individual requirements. We are also pleased to provide professional trustee services for settlements created under the laws of all major jurisdictions.

Trusts are widely and effectively used to reduce taxes and to protect family wealth. They also provide business confidentiality, the efficient transmission of wealth to future generations and a means of overcoming forced heirship restrictions.

In addition trusts are increasingly used as a means of asset protection. This is particularly important where individuals may endure exchange control restrictions, or live in a jurisdiction that is subject to political, economic or social instability.

Benefits of a trust can include:

• tax efficient planning opportunities 
• protection, preservation and enhancement of wealth
• flexibility
• confidentiality
• separation of beneficial and legal ownership 
• flexible management and distribution of assets
• independent ownership of special purpose vehicles

Our technical library has a number of informative pdf documents covering a wide range of topics.

For more information or advice please contact us.

• Jersey
• London
• Geneva