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TRUSTS

Specialist trust advice
on offshore trusts

We provide expert advice on the use of local and offshore trusts as well as the legal review of existing trust structures. Our specialists will make recommendations on the best type of trust to meet your specific objectives.

What we offer

Where trusts have been set up, our fiduciary specialists will also act as independent professional trustees, providing services such as:
  • Managing the structures in place to make sure they are legally sound
  • Providing support to the estate's heirs during the administration of the deceased's estate
  • Drafting all necessary documents
  • Understaking legacy planning reviews to ensure that any unforseen circumstances are addressed and that it is updated throughout your various life stages

OFFSHORE TRUSTS

Global solutions

For your international requirements, we work closely with our offshore trust and offshore specialists in Guernsey and, when planning, we consider the entire estate.

For example, should offshore funds be included in the trust and is an offshore will required? Implementation may be undertaken by an offshore trust company.
Our strategic thinking encompasses all assets worldwide and we always look at what's best for our clients. For instance, where a client already has an established international relationship, we will use this to our client's advantage.

GET STARTED

Insightful trust advice

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OTHER WAYS TO APPLY

Call your Private Banker directly, or the 24/7 Service Suite on 087 575 9411.