Setting up a trust is not only for the wealthy. It is for anyone who wants to preserve the value of their assets and protect them from unnecessary taxes.

We have the expertise to help you structure the trust you need.

Who need a Trusts

Most high-net-worth individuals transfer their assets to the shelter of a trust for one or more of the following reasons: Trusts
  • Emigration: Many jurisdictions levy tax on the worldwide income of their residents; the establishment of a trust can avoid this charge.

  • Probate: Many jurisdictions levy an estate duty on the assets of the deceased, which must be paid before the assets can be transferred to beneficiaries. A discretionary trust not only avoids this levy but also saves legal, accounting and valuation fees usually incurred in valuing assets, obtaining probate and paying duties.

  • Asset Protection: Those who are exposed to claims on their savings because of their work may use trusts to protect assets.

  • Tax Minimisation: Anyone living in a high-tax jurisdiction may be able to place their assets in a low-tax jurisdiction held by a trustee.

  • Family Organisation: This includes all of the above and is a very popular reason for creating a family trust. A settlor ensures the whole family has the use and benefit of family assets, and future generations are secured.

  • Charitable Purposes: Many families set up foundations for the advancement of charitable purposes.

When you're ready to set up a trust, contact