Our Trust Services have been put together to assist clients to establishment of trusts and foundations, as well as ongoing management and compliance.

Trust Services

Why are Trusts such a good way for me to arrange my finances for both now and in the future?

Trusts and foundations with careful planning can be used to protect yours and your family's wealth, minimise tax and/or ensure complete privacy.

What are the potential issues that can arise from not putting a Trust in place?

Increased rate of Inheritance Tax

Putting assets into trusts can in some cases reduce or even eliminate the inheritance tax liability for that asset.

Lack of provision for your spouse and children

Trusts can help to provide for your spouse while keeping the estate intact to be passed to your children.

Risk of losing family residence

Protect your family home from being sold.

How can we help you?

Our team of Chartered Tax Advisors and trusts & estate planning specialists will provide advice on the most appropriate vehicle to use and in which jurisdiction, tailored to your specific objectives. We also provide practical support in the establishment of trusts and foundations, on-going management & compliance through to dissolution of a trust or foundation.

If you are interested in any of our services and would like to book a free consultation to discuss how we may be able to assist you, please contact Mike Conroy or Daniel Mould.

Mike Conroy

Mike Conroy
Qualifications: FCCA ACA CTA FFA FFTA
Position: Managing Director
Contact: mike.conroy@atcsolutions.com

Daniel Mould | Accountant

Daniel Mould
Qualifications: FCCA CMgr MCMI
Position: Practice Manager
Contact: daniel.mould@atcsolutions.com

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Since working with ATC, we now wonder how we ever managed without them. They are very proactive and keep me updated on everything to do with our tax and accounts. Because of the support given to us by ATC, we can work without the stress of paperwork or numbers and we are now able to take advantage of even more business opportunities.
Alaska Studios Limited Ms Beverley Lodge