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Trusts provide highly flexible and advantageous ways of arranging financial affairs. A trust can be used for a variety of purposes, including preserving family wealth, protecting assets, estate planning, avoiding forced heirship and tax management.
We offer a comprehensive range of services relating to the establishment and administration of trusts.
- specialist services to set up and administer the trust
- a well-respected corporate trustee
- experienced practitioners to administer your structure and ensure its legal and tax status is maintained
- dedicated accounting and financial reporting
“…The proactive approach taken by Equiom ensures that their innovative "added value" client proposition distinguishes them from their peers, and we thoroughly enjoy working with their professional and dedicated team...”
James Horrigan, Managing Director,
Cube Treasury Services Ltd
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- long established fiduciary providing stability and a wealth of experience for our clients
- keeps abreast of regulatory and industry developments via highly qualified and respected staff including in-house tax and legal capability
- via our close relationship with intermediaries we are extremely comfortable with complex trust structuring and our role as a prudent and effective Trustee
- we see the role of Trustee as paramount and believe effective communication is vital to build successful relationships