Personal Trusts

Personal Trusts

We provide personal trust services for clients wishing to establish discretionary or fixed interest trusts. Working with legal and tax advisers, we assist in the structuring of the trust and then administer it in accordance with the trust deed. 

Diligent administration is required to ensure capital or income is distributed in the most tax efficient manner. 

Our trustee services include the filing of the necessary returns in multiple jurisdictions, where required.

Our personal trust services include

  • Establishment of trust
  • Trustee services
  • Administration of trust
  • Accounting and financial reporting
  • Compliance
  • Cash management