PROTECT YOUR WEALTH IN A TRUST

Wealth protection is a cornerstone of sustainable financial planning. By safeguarding your assets, you ensure that your legacy remains intact and secure from unforeseen life events. Trusts are a proven and effective mechanism to achieve this protection, offering privacy, control, and flexibility.

With a well-structured trust, you can secure your family’s financial future. A trust ensures that your wealth is preserved and managed according to your wishes, across generations.

THE BENEFITS OF ESTABLISHING A TRUST

Establishing a trust comes with a range of advantages tailored to meet your needs:

Flexibility and Control

Trusts allow you to set specific terms for how and when your assets are distributed, ensuring your wealth is managed in alignment with your vision and values.

Generational Wealth Planning

Specialised trusts can preserve wealth across multiple generations, creating a lasting legacy.

Privacy and Confidentiality

Unlike wills, which may become public, trusts remain private arrangements, ensuring discretion in your wealth management and distribution.

Asset Protection

Trusts can shield assets from creditors and legal claims, ensuring their safety for future beneficiaries. By isolating assets from your estate, a trust provides an additional layer of protection.

Tax Efficiency

Trusts enable the transfer of wealth while mitigating estate and inheritance taxes. Income and capital gains generated within the trust may also benefit from favourable tax treatment, depending on the jurisdiction. (Tax benefits will differ according to your tax domicile, and you should seek tax advice prior to establishing a trust.)

Want to know more?
This field is for validation purposes and should be left unchanged.
Name(Required)
Book Meeting
Please Note: You will NOT be subscribed to any marketing materials by completing this form.

JURISDICTIONAL DIFFERENCES

Choosing the right trust jurisdiction impacts asset protection, tax planning, succession planning. and overall wealth management.

Guernsey: Guernsey is one of the world’s oldest and most reputable offshore financial services centres. A leading offshore financial centre operating with the highest levels of governance and regulation.

Jersey: Home to some of the world’s leading banks, financial institutions and law firms delivering first-class services with easy reach is a specialised centre that provides extensive private client, corporate and fund administration services.

Mauritius: A mixed economic system combining private freedom and centralised economic planning and government regulation. Double Taxation Agreements with majority of African countries, making it an attractive proposition for company wanting to conduct operations across Africa.

ESTABLISHING A TRUST

At Levantine & Co, we partner with trusted providers to deliver exceptional trust solutions to our private clients.

With a director-led approach, our partners offer the expertise and prompt service needed to establish and manage trusts effectively.

Trusts

A trust is a flexible solution providing for the protection of assets in a wide range of circumstances. Our solutions include the establishment of a full range of trusts, including discretionary trusts, interest in possession trusts, reserved powers trusts, charitable and non-charitable purpose trusts. We also provide trusteeship, ongoing administration, and full accounting services once established. Protector services can be arranged for non-administered trusts.

PRACTICAL USES OF TRUSTS

A trust can have one or more of the following practical uses, making it an incredibly versatile tool to enhance and protect wealth.

  1. Asset management and protection
  2. Free choice of beneficiaries
  3. Provision for vulnerable visionaries
  4. Multi-generational succession planning
  5. Prevention of division or sale of assets
  6. Privacy, confidentiality, and anonymity
  7. Flexibility over distribution of assets
  8. Control of spending
  9. Avoidance of probate formalities
  10. Philanthropy
protect wealth trusts

Tax Considerations: Levantine & Co. does not provide tax advice and is not authorised to do so. We strongly recommend that you consult with an independent, qualified tax advisor to assess your specific circumstances. Levantine & Co. accepts no liability for any tax implications or outcomes resulting from investments made through our services.