Kreston IOM’s Trust and Fiduciary Services range from tax and estate planning solutions for private clients, to pension and employee benefit trusts for corporate clients.

Kreston IOM’s expertise guarantees that aspirations are realised and benefits maximised for all our clients.

The devolved ownership, flexible construction and confidentiality benefits of Trusts make them an ideal solution to a range of complex personal and corporate situations.

We take the time to understand each client’s personal requirements and offer a full range of Trust and Fiduciary Services options, including:

  • Discretionary Trusts
  • Life Interest / Fixed Trusts
  • Accumulation and Maintenance Settlements
  • Purpose Trusts

With the introduction of the Isle of Man Foundations Act in 2011, we are now also able to offer this alternative to traditional Trust arrangements.

Our other Trust and Fiduciary services includes:

  • The Establishment of Trusts
  • Provision of Trustees
  • Administration
  • Accounting
  • Reporting and filing

 

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