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Home >> Services >> Expatriate & Offshore Services :: Trust Services
A Trust is not just a tax-planning vehicle for the extremely wealthy. Local probate laws in your home country (or in the location in which your assets are located) may make it difficult for you to ensure that your beneficiaries receive the proceeds of an investment or policy speedily and with the minimum of fuss should anything happen to you. Through our parent company we can provide a full trust package to assist with your financial planning ensuring that things run smoothly should the worse happen. Additionally, we can also profile offshore trust arrangements suited to UK domiciled individuals wishing to mitigate UK Inheritance Tax liabilities.

For further details, please click here to contact us.

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  CFS Financial provides a wide range of financial services
to both local (Isle of Man) and international clients.
Services include Pensions, Investment products,
Expatriate Services, Mortgages, Life Cover.
 
CFS Financial Consultants Limited.  4 Athol Street  Douglas  Isle of Man IM1 1LD  British Isles
Licensed to conduct Investment Business by the Isle of Man Financial Supervision Commission
IOMIBA. A member of the Isle of Man insurance Brokers Association.
Directors: M H Evans Cert. PFS, S D Pickering FPC
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