Trusts, Offshore Trusts & Inheritance Trusts

For the more sophisticated investor with substantial wealth the use of trusts often plays an essential, if not vital role in planning investment strategies. In particular, offshore trusts can defer taxation for a considerable period of time, thereby creating the prospect of greater capital gains within the trust.

Protection of investments beyond your own, or partner's lifetime is important to preserve your estate. By careful appointment of trustees and clearly defining their powers to act on your behalf, you can make substantial savings in tax and also ensure that your beneficiaries are certain to receive the benefits of trust income and capital in a manner most appropriate to their needs.

Used in conjunction with a carefully constructed will, letters of wishes or in some cases the use of a power of attorney, a trust can provide the flexibility and security needed to protect your wealth during and beyond your lifetime.

Visit our sister company: Westerby Trustee Services Limited

For more information and details on these services simply complete our contact form and we would be happy to arrange a meeting to discuss, informally and confidentially, how are services can be of benefit to you