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Offshore Trusts: Investment in Asset Protection

The use of Offshore Trusts provides many advantages with regards to protection
and tax treatment of assets. 1st Contact Accounting can advise on the setup and
management of trust investments so that maximum leverage is obtained from these arrangements.

In addition, 1st Contact Accounting works closely with trustees to help manage and invest the trust’s assets, particularly those in offshore jurisdictions. We provide the connection between the trustees and the beneficiaries so that the trust is invested according to the original wishes of the donor. Trustees are often prohibited from providing investment advice due to segregation of duties or do not have the expertise in this area – hence the need for an independent investment service such as that provided by 1st Contact Accounting.

Our investment philosophy is such that we tailor each investment portfolio to the requirements of the individual. Our bespoke investment portfolios take into account expected returns, risk, costs and the tax situation of each individual (in this case the trusts settlers and beneficiaries).