Trusts

A trust is a convenient and flexible financial planning tool for individuals and families. Based on a centuries-old tradition, the use of trusts has expanded in recent years with the increasing mobility of families and the greater awareness of trusts in civil law countries. Advantages of a trust include:

• Flexibility in estate planning, including the orderly transfer of wealth between generations free of inheritance taxes
• Continuity in management and control of family-owned companies
• Avoidance of foreign probate and forced heirship laws
• Protection against claims based upon foreign expropriation and exchange control laws
• Protection against third party claims

We can establish and act as trustee of trusts from Jersey and Switzerland, administering and distributing the assets to beneficiaries in accordance with the provisions of the trust instrument and the wishes of the settlor.