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Trust Solutions

Private

Legacy / Wealth Transfer

Private

Legacy / Wealth Transfer

Private > Legacy / Wealth Transfer > Trust Solutions

Trust Solutions

Our private client services are designed for individuals and families looking for bespoke solutions to meet their particular needs. Our clients have a variety of reasons for looking to establish a trust or company offshore and we establish trusts in a number of key offshore jurisdictions for our clients.

The principal reasons for establishing trusts include; asset protection, succession and estate planning, preservation of family wealth, confidentiality and tax efficiency.

The types of trust we can establish include:

• Discretionary, interest in possession and accumulation and maintenance trusts
• Special purpose trusts
• Reserved powers trusts
• Sharia Compliant Trusts

We can also establish Foundations and Private Trust Companies.

Private Trust Companies can be used to act as Trustee to one or more Trusts set up to benefit members of the same family and often hold interests in various family businesses.

We act as trustee and carry out the day-to-day management and administration of the trust, as well as provide accounting services.

We regularly establish companies in various jurisdictions including Guernsey and the British Virgin Islands. Once the trust or company is established we provide an extensive range of administrative, accounting and secretarial services, including:

• Provision of corporate trustee
• Provision of experienced directors and officers
• Provision of nominee shareholders, company secretary and registered agent
• Provision of registered office
• Preparation of financial statements to IFRS / UK GAAP standards
• Bookkeeping and accounting
• Corporate secretarial services
• Board and shareholder meetings
• Regulatory compliance
• Transaction services
• General administration

Our in-depth knowledge and practical experience means we can deliver practical and effective solutions. We work closely with our client’s tax and legal advisers to ensure that the solution and the way the structure is managed on an ongoing basis, are compatible with theoriginal objectives. Because no two clients are the same, we establish to meet our client’s specific needs and tailor our services accordingly.

We operate a very transparent fixed fee structure which provides clarity and certainty in terms of the fees we charge.

Real estate is a significant asset class for the vast majority of our clients, and our experienced team establishes structures to acquire and hold both residential and commercial property. The team in Guernsey has expertise in acquisitions, development, refurbishment, letting, sales and disposals of various types of real estate including both high value residential and commercial real estate.

We work very closely with our client’s advisers to ensure the most appropriate structure is established to meet our client’s objectives. Structures commonly used to acquire and own real estate would include a range of trusts and companies though with the ever changing tax legislation for ownership of UK Residential property taxmust be sought as a company may no longer be appropriate especially where it is for personal use.

Once established we manage and administer the structure, completing all necessary filings, tax returns, liaising with advisers, developers and contractors, banks, lending institutions, property managers and tenants as required.

As part of the Ahli United Bank group we have significant experience in working with the Group in terms of day to day banking and lending requirements for the structures we administer.

For further information please contact your Relationship Manager.

AUB Trustees (Guernsey)

AUB Trustees (Guernsey) Limited “AUBTG” is one of the oldest professional trust and corporate administration businesses in Guernsey and was established over 26 years ago.

As a key member of the Ahli United Bank Group, AUBTG focuses on servicing the clients and customers of the Group. We manage a substantial number of offshore trusts and companies which hold a broad range of assets. We have significant experience in the purchase, sale and management of high value residential and commercial real estate but also manage a wide range of other assets including investment portfolios, alternative investments and significant amounts of cash. We work closely with clients’ advisers to ensure the structure is tax efficient taking account of the ever changing tax regulations.

We are committed to delivering a first class client service in an efficient and expert way, focused at all times on being responsive and innovative. We have a dedicated experienced team based in Guernsey and we maintain close relationships with all our clients and work closely with the Ahli United Bank team in London and across the Gulf.

Whilst the set-up of a structure is key, ensuring that it remains fit for purpose is just as important. Regular client meetings are held and structures reviewed on an ongoing basis to ensure that they continue to meet the needs of our clients in the ever changing regulatory world in which we operate.

AUB Trustees (Guernsey) Limited is licensed under the Fiduciaries Law and regulated by the Guernsey Financial Services Commission as a corporate and trustee services provider.

Guernsey is one of the world’s leading international finance centres with an established reputation for expertise, professionalism and quality of service.

The island has a well developed and pragmatic regulatory framework, an excellent professional services infrastructure and good direct links to London. This combined with its low tax environment and its status as a stable self governing UK crown dependency makes it a very attractive location for private individuals and institutions alike to structure their affairs.

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