Services

Trust

Trust formation & setup

Guidance through the entire process of establishing the right type of trust for your needs.

Trust administration

Ongoing management of trust assets, ensuring compliance with legal and financial obligations.

Estate planning integration

Aligning your trust with your broader estate planning goals for seamless wealth transition.

Tax planning & reporting

Structuring trusts for maximum tax efficiency and handling all related reporting requirements.

Trust review & restructuring

Regular assessments to ensure your trust remains relevant and effective as your circumstances change.

Contentious trusts

Supporting you through legal disputes, where parties challenge the validity, interpretation, or administration of a trust.

Why Reckon?

Our team of qualified professionals brings years of experience in trust creation, management, and optimisation. We understand that no two clients are the same. Our bespoke services are designed to meet your unique financial goals. We adhere strictly to regulatory requirements, ensuring your trust is both secure and compliant. Personalised service with a single point of contact to guide you every step of the way. Our history of successful trust management speaks to our commitment to delivering results that matter.

Who is it for?

· High-net-worth individuals seeking to protect and manage wealth

· Families wanting to ensure smooth intergenerational wealth transfer

· Business owners looking to secure business succession plans

· Charitable individuals or organisations aiming to structure philanthropic giving

· Individuals with complex family arrangements requiring specialised trust structures

FAQ

Can I change or dissolve a trust once it's set up?
What are the tax benefits of having a trust?
Are trusts only for wealthy individuals?
How do I know which type of trust is right for me?
What is the main purpose of a trust?

Let's work together

Leave your details, and one of our team members will be in touch to discuss how we can help.

We respect your privacy. We will never sell or provide your data to third parties.

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Insights & guides

Whether you're looking to understand complex tax regulations, explore investment strategies, or stay ahead of industry developments, our expertly curated content ensures you have the knowledge you need to navigate the financial landscape with confidence.

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Fair fees are a governance issue, not just a commercial one

Fair trustee fees shape behaviour, risk and outcomes - making them a governance issue, not just a commercial consideration.

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Why location choice is a business decision

Entrepreneurs now choose jurisdictions strategically. Jersey offers agile, trusted frameworks for global founders scaling across borders.

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Article in TL4
Reckon Financial Services x TL4 HNW Magazine

UK IHT reform from April 2027 brings pensions into estates, forcing HNWs to rethink cross-border estate and liquidity planning.

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Services

Trust

A trust is a legal arrangement where a trustee holds assets for beneficiaries. Commonly used for estate planning and asset protection, trusts offer control, security, and flexibility in managing wealth now and for the future.

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Accountancy

We offer comprehensive financial management and strategic advice to enhance business performance.

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Corporate financial services

Corporate Financial services include company formation and administration, as well as fiduciary services, ensuring efficient and compliant business operations.

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Family office services

Family Office Services provide holistic support, including asset management, philanthropic advisory, and lifestyle management, to preserve and enhance family wealth.

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Tax planning & advisory

Tax planning and advisory services offer strategies in international tax planning, personal and corporate tax advisory to optimise financial efficiency.

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Wealth management

Wealth management encompasses comprehensive financial services, including estate planning and retirement planning, to secure and grow your assets.

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Find us

Elizabeth House
9 Castle Street
St Helier
JE2 3BT

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Reckon Financial Services Limited is regulated by the Jersey Financial Services Commission as a Trust Company Business
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