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“Put not your trust in money, but put your money in trust.” Oliver Wendell Holmes


Have you thought about how your estate will be passed along to your loved ones when you pass away? Creating a trust might be the best option for you and we can help you to decide on the trust that is best for your needs.

A Forming a trust is a highly effective way of protecting your wealth and ensuring your estate is ultimately passed on in a tax efficient manner. The creation of an offshore trust is capable of delivering significant benefits both to the creator of the trust (settlor) and the beneficiaries. These are some of the benefits of creating a trust:

  • the need for avoidance of expensive and complicated probate procedures
  • legitimate tax planning, especially in the context of migrating from one country to another
  • the need for confidentiality
  • succession planning, especially in the area of avoidance of forced heirship
  • providing a safeguard against possible political disturbance in a home country

A trust might be the best choice for your situation; however it is important to consider all of your particular financial factors before making this decision.

If you are interested in setting up a trust, we can offer you professional financial advice that will help you to make the right choices. Here at Taylor Brunswick, we care about your personal financial situation and we are dedicated to getting to know you and finding the right solution for your needs.

Choosing a trust can be a complex and time consuming process that can cost you a lot of money, so it can be very valuable to have an experienced guide on your side.

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