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  Preserving family wealth
 
 

Our Expertise

Moore Stephens has been established in Guernsey for 25 years and, during that time, we have developed considerable expertise in helping our clients to maximise returns, legitimately avoid the payment of tax and preserve family wealth for future generations.

Understanding your Requirements

Understanding your requirements is vital, as is a detailed knowledge of your tax position and family goals. If you have other professional advisers, we can work with them to create and maintain a suitable structure, often involving trusts and offshore companies, appropriate for your needs. A trust or settlement provides a vehicle to which assets may be transferred and through which your wishes may be expressed. Many clients find it necessary for tax purposes to hold different types of assets in separate trust/company structures. For example, bonds and shares through one company, real estate through another, and perhaps a yacht or other asset through another.

A Relationship of Trust

You will want to be certain that you are dealing with an organisation of the highest integrity. Moore Stephens is such an organisation. Established as Chartered Accountants in 1903 in London, Moore Stephens Guernsey is now part of an international network with offices in 80 countries worldwide.

We wish to avoid any involvement in activities, criminal or otherwise, that might affect the good name of Moore Stephens, which we have worked so hard to build and maintain. Furthermore, the Bailiwick of Guernsey, through its legislation and regulatory regime, demands that local financial institutions uphold the highest standards of diligence in carefully identifying those clients with whom they do business.

Confidentiality

Nothing detracts from the confidentiality of Guernsey trusts and companies. There is no register of trusts in Guernsey and the name of the beneficial owner of a company will not be disclosed to the world at large.

 

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