Portfolio trusts

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Investment

Investment service

Investment bonds

Investment bond features

Investment fund choice

Offshore investment portfolio trusts

We help high net worth expatriates living in Europe arrange offshore portfolio trusts to reduce exposure to investment tax and limit inheritance tax on succession. The portfolio trust structure is a legal structure that combines the tax planning advantages of an offshore trust with the investment flexibility of an offshore-personalised portfolio bond.

Features

Suitable for investment and estate tax planning

Suitable to provide an income

Allow you to release assets in the event of death without the delay and cost of probate

Provide a secure investment environment with comprehensive infrastructure of laws and regulations

Offer discretionary investment management

Offer possibility to avoid forced heir ship rules

Contact

To find out if a portfolio trust will be suitable for your requirements please send your objectives to us by email. To establish a trust you will need to come to our office in Belgium. There is no fee for the first appointment and we can arrange for you to be met at Brussels airport.