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

Can be used to provide an income

Releases assets in the event of death without the delay and cost of probate

Secure investment environment with comprehensive infrastructure of laws and regulations

Discretionary investment management available

Possibility to avoid forced heir ship rules