Services
Personal Trust
Handling a range of transactions and challenges, our firm offers comprehensive Trust guidance tailored to our client's needs and preservation objectives;
- Protect and preserve assets
- Preserve valuable personal and family assets
- Preserve complete anonymity
- Avoid disruption
- Cover bankruptcy, divorce and forced heirship
- Protect wholly owned / majority private businesses
- Distribute assets on death
- Manage wealth transfer from Immigration & Emigration
Offshore Trusts
Our firm provides robust planning and set-up for Trust Assets to be captured and maintained Offshore, while at the same time allowing for
"Self Administration" of the Trust.
- Protection against uncertain taxation
- Protection against economic instability and tariffs
- Protection against spendthrifts
- Promoting causes and charitiess
- Cast Iron Protection of Assets
- Robust Protection of Confidentiality
- Closed Registry not open to Public Inspection
- Inheritance Shelter in the case of adversarial divorce process
Key Features of Belize Trusts
We guide clients through the complexities and control options to design, setup and choose between managed and self administered Trusts.
- Asset protection provisions are iron clad such that Trusts may not be set aside
- Powers and duties of a Protector are set out.
- Status of a Letter of Wishes is clarified
- Robust but simple rules on drafting of Trust documents
- Registration of the Trust is a closed Registry
- English law against perpetuities does not apply
- Trustee appointment and removal provisions are flexible
- Other types of Trusts can be recognised (e.g. the Islamic Waqf and the Chinese Family Settlement)
- Trustees can be granted full discretionary powers
Why Belize ?
Although there are several offshore centres in which trusts can be established, Belize ranks highly when applying all of the relevant criteria:
- Political stability
- Modern and flexible legislation
- Full exemption from taxes for non resident roles i.e. Beneficiaires, Settlor
- Sound system of courts based on Common Law
- Experienced professional support
- Excellent telecommunications
- Convenient time zone
- Powers and duties of a Protector are set out
- Registration of the Trust is a closed Registry
Disclaimer
The information contained in this website does not constitute a solicitation or an offer to buy or sell any product or service in any jurisdiction in which such a solicitation or offer is not authorised or is prohibited by law. It is the responsibility of each individual to fully understand the consequences of any action they may take as a result of any of the products or services outlined herein and to comply with all laws and regulations of any country to which they may be subject.
Professional Intermediaries
Moore & Smith are pleased to offer special pricing and volume discounts to professional intermediaries.
In addition, we can arrange for the incorporation of companies in a multilingual format and provide a range of back-office support services to ensure the seamless delivery of services to your clients.
Contact us with details of your specific requirements and we will create a customized package of services to suit your particular needs and send you a detailed fee quotation.