Trusts and asset protection

Our trust advisers provide a comprehensive range of services from advice on your family, business and tax planning needs, to setting up trusts and provision of trustee services.

How we can help

• An assessment of your current position
• Advice on the suitability of a trust for your particular circumstances
• Trusts tailored to suit your individual (or corporate) needs
• Trustee services
• Advice on charitable trusts
• Trustee remuneration reviews
  

What is a trust?

A trust is created by one or more persons giving assets to another person for the benefit of others. A trust is a structure whereby a property owner, known as the Settlor, gives his or her property to someone he or she trusts, known as the Trustee, to look after for the benefit of certain named persons, most often the Settlor and their family, known as the Beneficiaries.

Why do you need one?

Asset Protection

Everyone is exposed to the growing risk of legal claims and litigation. By transferring assets into a trust, an individual can protect his/her assets from potential claims by creditors.

Confidentiality

Trusts can keep the ownership of assets confidential.

Control

Trusts can aid control of worldwide assets and family businesses

Estate duty planning

Anyone who has experienced the loss of loved ones would agree that the loss can be exacerbated by the unexpected tax burden associated with inheritance. Proper trust planning may achieve substantial estate duty savings.

Family wealth planning

This is the most efficient way to preserve your hard-earned money for the next generation. By setting up a trust, you can ensure that wealth is distributed to your heirs in the way you wish

Pre-immigration planning

Individuals can make substantial tax savings by re-arranging their assets via a trust structure before migrating to high tax countries.

Protecting your wealth

• How will you preserve your accumulated wealth?
• Who would you like to pass it on to?
• How will you ensure it gets passed on according to your wishes?

If these questions are bothering you, a trust may be the answer. Trusts are a popular and effective way of protecting family wealth. As a forward-looking decision-maker, you should plan ahead to enjoy the benefits of a Trust. Our experienced trust advisers will assist you in setting up a Trust that matches your needs.

Appointing the right board members

Our clients benefit from having a strong governance structure and we’re supporting Appoint Better Boards because it helps businesses like yours locate and engage an advisory board or a board of directors. Appoint can also provide support to those who require advice on how to create better boards. Appoint simplifies the process of sourcing the right people for a governance role – people with the required skills, industry knowledge, values and diversity. Click here to visit their website.