TRUST FORMATION (GUERNSEY)
Should you require a Trust we can form a Guernsey Trust in accordance with your requirements. We will deal with formation agents or advocates (where necessary) on your behalf.
We can accept appointment as Trustee of a Trust under the terms of an existing Trust Deed, subject to the Deed of Appointment and under the terms and conditions set out in our standard engagement letter.
Books and other records necessary for the Trust will be maintained by us.
The address of the trust is also the registered office of the Trustee.
ESTABLISHMENT OF BANKING RELATIONSHIP
Where we are appointed Trustees and if required for the conduct of the Trust’s business, we will endeavor to establish a banking relationship with the bank of your choice.
We can prepare annual financial statements for the Trust in accordance with relevant accounting standards. Alternately a simple valuation of assets may be sufficient for simple trusts.
Trust investments can be managed in house or we can delegate the day to day management of the Trust’s investments to suitable investment managers.
We can provide other traditional fiduciary services such as Guardianships, Escrow, Employee Benefit Trusts, Retirement Annuity Trust Schemes (RATS), Workplace Pension Schemes and Executorships.