Services

FAQ

Can I change or dissolve a trust once it's set up?

Some trusts are revocable and can be altered or dissolved, while others are irrevocable. We guide you on the most flexible and beneficial options for your situation.

What are the tax benefits of having a trust?

Certain trusts can offer tax advantages, such as minimising estate taxes or providing income tax benefits. We provide tailored advice to maximise these benefits.

Are trusts only for wealthy individuals?

No. Trusts can benefit individuals at various wealth levels, especially when managing specific financial or family circumstances.

How do I know which type of trust is right for me?

Our experts will assess your financial situation and objectives to recommend the best trust structure for your needs.

What is the main purpose of a trust?

Trusts are primarily used for asset protection, estate planning, and ensuring that wealth is distributed according to the grantor's wishes.

What ongoing administration services do you offer for companies?

Our ongoing administration services include bookkeeping, accounting, tax filing, compliance monitoring, and corporate governance support to ensure your company remains in good standing.

Can you provide registered office and directorship services?

Yes, we offer registered office services to provide a legal address for your company, as well as professional directorship services to ensure proper management and compliance with statutory requirements.

How do you assist with company formation?

We assist with all aspects of company formation, including selecting the appropriate business structure, preparing and filing necessary documents, and ensuring compliance with local regulations.

What are company services, and what do they include?

Company services encompass the formation, administration, and management of companies. This includes incorporation, registered office provision, directorship services, compliance, and corporate governance.

How do you ensure the security and confidentiality of my assets?

We implement stringent security measures and adhere to strict confidentiality protocols to protect your assets and personal information. Our practices comply with relevant data protection and privacy laws.

What is tax planning?

Tax planning is the process of analysing your financial situation to ensure that all elements work together to allow you to pay the lowest taxes possible. It involves strategies to minimise tax liability within the legal framework.

How can you help me reduce my tax liability?

We can help you reduce your tax liability by identifying applicable deductions and credits, structuring your investments and business operations efficiently, timing income and expenses strategically, and advising on tax-efficient retirement planning and estate planning.

Can you assist with international tax planning?

Yes, we offer international tax planning services to help individuals and businesses navigate the complexities of cross-border taxation, including compliance with different jurisdictions, tax treaties, and optimal structuring for international operations.

What is the role of a tax advisor?

A tax advisor provides expert advice on tax matters, helping you understand complex tax laws, identify tax-saving opportunities, ensure compliance with tax regulations, and develop strategies to minimise tax liabilities.

How can businesses benefit from your tax advisory services?

Businesses can benefit from our tax advisory services through efficient tax structuring, identification of tax credits and incentives, guidance on VAT matters, assistance with compliance, and strategies to manage the tax implications of business decisions and transactions.

What is an annuity, and should I consider one for my retirement plan?

An annuity is a financial product that provides a guaranteed income stream for a specified period or for life. It can be a good option for ensuring a steady income in retirement, but it’s important to compare options and consider fees.

How much money do I need to retire comfortably?

The amount needed for a comfortable retirement varies depending on your lifestyle, expenses, health care needs, and other factors. A common rule of thumb is to aim for 70-80% of your pre-retirement income annually.

When should I start planning for retirement?

The earlier you start planning for retirement, the better. Starting early allows you to take advantage of compound interest and gives you more time to adjust your strategy as needed.

What is a power of attorney, and why is it important?

A power of attorney is a legal document that allows someone to make financial or healthcare decisions on your behalf if you become incapacitated. It is important to ensure your affairs are managed according to your wishes if you are unable to do so.

What is estate planning?

Estate planning involves arranging for the management and disposal of your estate during your life and after death, ensuring that your assets are distributed according to your wishes and in a tax-efficient manner.

How do you ensure the security of my financial information?

We implement robust security measures including encryption, secure data storage, and strict access controls to protect your financial information. Our systems comply with all relevant data protection regulations.

What is the role of a Chartered Accountant?

Chartered Accountant is a highly qualified professional who provides expert financial advice, performs audits, and ensures the accuracy of financial records. They are also involved in tax planning and business consulting.

What is the difference between bookkeeping and accounting?

Bookkeeping involves recording financial transactions and maintaining financial records. Accounting encompasses bookkeeping and includes analysis, reporting, and interpretation of financial data to aid in decision-making.

How can you help my business save money?

We provide strategic tax planning and financial advice to optimize your finances, identify cost-saving opportunities, and ensure compliance with tax laws, thereby potentially saving you money.

How do I choose the right accounting services for my business?

Choosing the right accounting services depends on the size of your business, your industry, and your specific financial needs. We offer a consultation to understand your requirements and recommend the best services for you.

How do you support charitable giving and social impact initiatives?

We provide strategic advice on charitable giving, help establish charitable foundations, manage donations, and ensure that your philanthropic efforts align with your values and create meaningful impact.

Do you provide legal advisory services?

Yes, we collaborate with legal experts to provide advisory services on various matters, including estate planning, trust creation, compliance, and other legal issues pertinent to managing your family’s affairs.

Can you help with succession planning and intergenerational wealth transfer?

Yes, we offer succession planning services to ensure a smooth transfer of wealth to future generations. This includes developing strategies for business succession and educating the next generation about wealth management.

Why should I choose a family office service over managing my affairs independently?

Choosing a family office service provides access to a team of experts who can offer specialised knowledge and integrated solutions. It ensures that all aspects of your financial and personal affairs are managed cohesively and efficiently, saving you time and providing peace of mind.

What are family office services?

Family office services are comprehensive solutions designed to manage the financial and personal affairs of high-net-worth families. These services include asset management, philanthropic advisory, lifestyle management, tax planning, and more, tailored to meet the unique needs of each family.

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Elizabeth House, 3rd Floor, 9 Castle Street, St Helier, JE2 3BT

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