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TRUSTS & COMPANIES

We often find that trusts & companies fees are a deterrent when it comes to offshore fiduciary services. This usually happens due to the fact that investors do not know what is available in the market and secondly because investors place their trust with somebody they know closely who often start a trust company as a business enterprise.There is a relationship between the “trustee” and the investor so investors simply put their faith in this individual without establishing the “trustee’s” credentials and expertise in managing trusts. Over the years we have worked closely with many trust companies and as such we can negotiate low annual trustee responsibility fees.Although we can recommend various trust companies, the “standard” fee for a trust where the assets are less than ₤100,000 is ₤500 per annum. From there onwards the fees work on a sliding scale until you get to approximately ₤785,000 where the fee is 0.125% per annum.Another factor that often deters investors from using trusts is the time fees. Over the years we have overcome this obstacle by doing the paperwork on your behalf so that the trustees need not waste time, and therefore your money, in completing paperwork. The minimum time is therefore required by the trustees to merely sign off on work already done. We therefore remove the administration burden from both the settlor and the trustees, saving you time and money and ensuring fast turnaround time.The underlying investment strategy is usually the biggest factor influencing the performance of trusts. We have found that many trusts have all the assets in cash which certainly will under-perform any balanced, long-term investment approach. We will set up a proper, long-term financial plan to realise each individual settlor’s investment requirement. A personal financial analysis will be done for each individual and based on this detailed analysis our team will prepare a detailed investment recommendation.

We further guarantee to meet all the settlors face to face to report on the portfolio’s performance as well as what we expect going forward. These meetings are quarterly and this continuous management of the investment portfolio will lead to your portfolio outperforming the more traditional passive investment strategy.

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