Trustee services

Trusts provide a highly flexible option for meeting both private and corporate financial planning needs. We are experienced in establishing a range of trusts which can be tailored to individual circumstances.

In addition to the administration and protection of assets, trusts can also be used for succession planning, tax efficiency, and avoiding forced heirship and the complexities of probate. Whilst we administer trusts in many jurisdictions, Isle of Man trusts offer notable confidentiality advantages.

We work closely with the settlor to ensure the trust’s objectives are clearly defined and that decisions are made in the best interests of the beneficiaries. Our services include:

• Trust administration services.
• Establishment of appropriate trust structures.
• Designated personal contacts.
• The provision of corporate trustees and protector/enforcer services where required.
• Appointment of, and close interaction with, independent service providers and advisers.
• Independent investment management selection and performance monitoring.
• Property management services.
• Accountancy.
• Tax reporting and compliance.
• Document storage and security.