Trust
Private Client focus for over 90 years
When you work hard all your life to ensure a comfortable retirement and legacy for your family after you’re gone, you want your effort to be worthwhile.
A Will is often the standard go-to approach when it comes to where your assets go, but a family trust can ensure that your wishes are followed as closely as possible.
Alex Picot Trust has been providing trust administration services for over 90 years, helping individuals and their families to preserve and enhance their wealth for future generations.
What are the advantages of a Trust?
A useful protection in circumstances such as divorce; estranged children; or spend-thrift family members
Protection from UK inheritance tax of 40% for future generations
The terms of the trust can remain confidential
You can provide guidance to the Trustees as to how the trust is managed or distributed
Legal and beneficial ownership remains separate in a Jersey trust safeguarding your anonymity
No Jersey Tax filing requirement for trusts with beneficiaries outside of Jersey
Trust services we provide
- Family Trusts
- Private Trust Companies (PTCs)
- Discretionary Trusts
- Special Purpose Trusts
- Will Trusts
- Accumulation and maintenance trusts
- Family Investment Companies
- Reserved powers trusts
- Partnerships
- Philanthropic entities
If you would like to explore the suitability of a trust or are looking to transfer an existing structure to an independent Jersey trust company, please contact us.
