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C I Accountancy Limited

C I Accountancy Limited. Adding value together. Registered Trust & Estate Practitioner Have worked for and with Corporate Trustees for over 20 years, onshore and offshore Member of UK Management Committee of Society of Trust & Estate Practitioners. UK Trusts

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C I Accountancy Limited

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  1. C I Accountancy Limited Adding value together

  2. Registered Trust & Estate Practitioner • Have worked for and with Corporate Trustees for over 20 years, onshore and offshore • Member of UK Management Committee of Society of Trust & Estate Practitioners

  3. UK Trusts • Act as Professional Trustee (dispute, partiality, undue influence, etc) • Advise lay Trustees re liabilities and responsibilities • Unwinding/determining existing UK trusts • Unwinding/determining/restructuring offshore Trusts with UK res/dom beneficiaries

  4. UK Trusts cont’d • Discretionary Trusts to utilise spouses transferable IHT NRB limits. • Discretionary Trusts NRB every 7 years. • BPR/APR trusts. • Bare Trusts (e.g. Grandchildren’s school fees) • Trusts for minors/disability/lack of capacity, wayward adult children. • UK discretionary Trusts for non-resident non-doms.

  5. Wills and Estates • Review and update existing wills • Will Trusts • Post death variations • Multi-jurisdictional estates, planning and post death

  6. Offshore Trusts • Trusts relating to pre-nup and post-nup agreements/settlements • Asset protection/privacy re divorce/2nd marriage • UK resident non-doms • Trusts for settlements of damages, e.g. medical negligence claims • Trusts re cross border/multi-jurisdictional estate planning and management

  7. Offshore Trusts cont’d • Advise on disputes with offshore Trustees • Offshore will trusts • Pension trusts • QROPS • Trusts in fixing/re-basing CGT • Purpose Trusts for privacy in commercial ventures cross border

  8. Corporate • Holding and exploiting original IP • Exporting corporate domicile • Captive Insurance • Off balance sheet finance and treasury management • Group holding of cross border businesses • Foreign Investment holding

  9. Conclusion • ‘In house’ MGI solution – mitigates risk of leakage to one stop shop big 4 firms • Facilitate access with different line of market approach • Generate from existing client base

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