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C I Accountancy Limited Adding value together. Registered Trust & Estate Practitioner Have worked for and with Corporate Trustees for over 20 years, onshore.

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Presentation on theme: "C I Accountancy Limited Adding value together. Registered Trust & Estate Practitioner Have worked for and with Corporate Trustees for over 20 years, onshore."— Presentation transcript:

1 C I Accountancy Limited Adding value together

2 Registered Trust & Estate Practitioner Have worked for and with Corporate Trustees for over 20 years, onshore and offshore Member of UK Management Committee of Society of Trust & Estate Practitioners

3 UK Trusts Act as Professional Trustee (dispute, partiality, undue influence, etc) Advise lay Trustees re liabilities and responsibilities Unwinding/determining existing UK trusts Unwinding/determining/restructuring offshore Trusts with UK res/dom beneficiaries

4 UK Trusts contd Discretionary Trusts to utilise spouses transferable IHT NRB limits. Discretionary Trusts NRB every 7 years. BPR/APR trusts. Bare Trusts (e.g. Grandchildrens school fees) Trusts for minors/disability/lack of capacity, wayward adult children. UK discretionary Trusts for non-resident non- doms.

5 Wills and Estates Review and update existing wills Will Trusts Post death variations Multi-jurisdictional estates, planning and post death

6 Offshore Trusts Trusts relating to pre-nup and post-nup agreements/settlements Asset protection/privacy re divorce/2 nd marriage UK resident non-doms Trusts for settlements of damages, e.g. medical negligence claims Trusts re cross border/multi-jurisdictional estate planning and management

7 Offshore Trusts contd Advise on disputes with offshore Trustees Offshore will trusts Pension trusts QROPS Trusts in fixing/re-basing CGT Purpose Trusts for privacy in commercial ventures cross border

8 Corporate Holding and exploiting original IP Exporting corporate domicile Captive Insurance Off balance sheet finance and treasury management Group holding of cross border businesses Foreign Investment holding

9 Conclusion In house MGI solution – mitigates risk of leakage to one stop shop big 4 firms Facilitate access with different line of market approach Generate from existing client base


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