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