Our team of chartered tax advisors, trusts & estate planning specialists provide advice and practical support Trusts and Foundations and Wealth Protection.

Trusts and Foundations

Why are Trusts and Foundations such a good way for you to arrange your finances for both now and in the future?

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

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

Lack of financial organisation

Trusts and foundations help you to arrange your personal financial affairs quickly and efficiently.

Lack of provision for family members and loved ones

Provide for your family members by protecting them from future property claims and enable property to be passed on to future generations.

Risk of creditors

Transferring your assets to a trust can be a useful way of protecting from creditors.

How can we help you?

In our free non-obligation consultation, our team of Chartered Tax Advisors and trusts & Estate Planning specialists will provide advice on the best 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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