Trusts & Companies

Trust and company structures are designed to satisfy many important client requirements. They may:

• Protect family wealth against third party claims, failed marriages and spendthrift heirs
• Legitimately reduce or eliminate income tax, capital gains tax and estate/inheritance tax liabilities
• Preserve the ownership of highly regarded assets such as family companies
• Provide simple, immediate succession in the event of death without complex estate formalities
• Maintain anonymity and discretion in the ownership of assets
• Provide clear, structured ownership of an asset/assets by multiple investors
• Provide a focal point for family wealth, enabling efficient administration of the requirements of multiple beneficiaries
• Be a sustainable, structured environment for charitable provision
• Manage liability where an activity or the ownership of an asset involves significant risk