Services

Wealth management

Estate planning

Structuring and planning for the transfer of wealth to future generations in a tax-efficient manner and per the wishes of the settlor.

Retirement planning

Developing strategies to ensure financial security and stability throughout retirement.

Why Reckon?

At Reckon, we prioritise the needs and interests of our clients. We believe in building long-term relationships and delivering personalised services that cater specifically to your financial goals. Our client-centric approach ensures that your best interests are always at the forefront of our decisions and actions.

Who is it for?

·      High-net-worth individuals & families

·      Corporate treasury advice

FAQ

Let's work together

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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
Why the financial services sector needs a shake-up

The financial sector needs change. Reckon offers tech-driven, personalised services to meet demands for speed, clarity, and efficiency.

Read

Guide
Navigating economic substance requirements

Businesses operating in international financial centers like Jersey must prioritise compliance with economic substance requirements.

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Guide
The new non dom rules

As the landscape of tax regulations evolves, individuals and businesses must stay informed and adapt to changes effectively.

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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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