Trust Planning

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

In addition, 1st Contact 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 / settlors 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.

Our investment philosophy with respect to trusts is exactly the same as the approach we take for individual clients, namely, 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 settlors and beneficiaries).