top of page
Winter Mountain Resort

Trust 
Services

Meeting

Families have been using trusts for wealth management and wealth protection for the benefit of their heirs for centuries. Trusts provide people with a means of protecting their assets and controlling how they are used after they have been given away.

Unlike corporate vehicles, the lack of rigid formal requirements for the creation and operation of trusts, and the tremendous flexibility of trust instruments, make them uniquely useful for estate and succession planning.

Although many of the tax benefits that were associated with trusts have been eroded by anti-avoidance legislation in recent years, they still offer great advantages – particularly for high net worth individuals who are changing, or planning to change, their domicile, residence or citizenship; those with families resident abroad; those seeking asset protection; and those whose principal motivation is not to avoid taxation but to dispose of their estate on death freely and without recourse to a lengthy and expensive probate procedure.

A couple at a business meeting

Learn how to set up a Trust and explore its various uses. Discover the different types of Trusts, solutions to common disadvantages, and the best jurisdictions for establishment. 

Other Services

Luxury Beach House

Retirement Planning

Start planning your ideal retirement today. Dream about your future while we work on how much you'll need for a comfortable life. Utilising advanced cash flow modelling, we craft a detailed retirement plan tailored to ensure you enjoy your later years worry-free.

Young couple on mountain with view to lake

Savings & Investments

Maximise returns with tax-efficient investment strategies. Whether seeking growth or income, out portfolios are backed by our expertise in crafting a strategy that not only secures your financial future but also maximises tax efficiencies. 

Carbine and Rope

Protection Planning

Comprehensive protection for peace of mind. In today's world, understanding the impact of taxes and potential income loss is crucial. We assess your needs, offering strategies to safeguard your financial future confidently.

Sunset over the Mountains

Foreign Exchange

Whether you're managing overseas investments, buying a holiday home, or running an international business, our foreign exchange services offer tailored solutions. We help you navigate currency risks and optimise cross-border transactions, ensuring your global financial activities are efficient and effective.

Family Meal

Repatriation Advice

Returning to your home country can be a difficult decision and organising your finances prior to the move is an important step.

Our experienced advisers can help organise your finances to make the transition as simple as possible whilst mitigating any potential tax burdens.

Contact Us

bottom of page