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.

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.

Article
Hosts triumph at Reckon-sponsored British Polo Day Abu Dhabi 2024

British Polo Day Abu Dhabi 2024 ended with Iron Pillar Ghantoot's victory, raising nearly $19,000 for charity Big Change.

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Guide
What are family office services?

Family offices are “an economic powerhouse,” says Deloitte, with HNW family wealth growing 67% since 2019 to $5.5T. Do you need one?

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Press Release
Reckon Financial Services appoints Ivan Murphy as Finance Director

Reckon Financial Services appoints Ivan Murphy as Finance Director, driving growth, tech, and client-focused innovation.

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Services & support

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, 3rd Floor, 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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