Trusts can be used to hold a variety of assets including property, investments, bank deposits and life insurance policies.
A Trust is a relationship where assets are held by individuals or a corporate entity for the benefit of another.
Trusts are a widely used vehicle for asset protection and offer a great deal protection and security over your assets.
Our Trust team
Our Trust services
- Provision of professional, independent or corporate Trustees
- Formation, registration, transfer or termination of Trusts on your behalf
- Assurance of adherence to the investment objectives
- Provision of bespoke solution to regulatory constraints
- Maintenance of the Trust’s records
- Management of Secretarial and governance aspects relating to your Trust
- Registration of the trust with the relevant local authorities
- Arrangement and facilitation of Trustee meetings
- Preparation and execution of Trustee resolutions
- Signing and execution of any required statutory documentation
Colin Quayle
Manager
“At Affinity we have been blessed for many years with the trust of Settlors and have formed and managed many Trusts with a variety of purposes holding and managing assets across a myriad of jurisdictions and business sectors. Trusts are especially attractive to individuals, families and companies alike and have a wide range of uses such as estate and succession planning, asset protection, minimising exposure to inheritance tax and forced heirship etc.”
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No information provided by Affinity should be construed as specific VAT or taxation advice. All information provided is, to the best of our knowledge, correct when published.
Affinity are a regulated Corporate/Fiduciary providers, we are not professional tax advisors.
Any information provided is based on our Company’s many years of experience in the industry and practical knowledge of workable solutions. We propose tried and tested solutions which we have utilised and are happy to propose to potential clients. We always recommend that clients obtain independent advice prior to committing to a structure.
