Trust Services

Trust-ServicesTrustee and family offices can be appropriate and available to local and offshore clients.

Trustee services

The Isle of Man has modern Trust legislation enacted and Celtic Associates provides the services of itself and its key staff as Trustees.

Trusts can be used to manage wealth for generations as well as for tax planning purposes. Individuals and their families can benefit from the creation of a trust for succession management and the  maintenance of a minor or incapacitated individual.

In a modern world where family relationships are increasingly complex a trust, including the creation of a will trust, can be a useful tool to manage wealth for current and future generations.

Circumstances surrounding such trusts vary greatly and Pam and Iain strive to create and maintain long term relationships with clients that understand the needs of all involved whilst adhering to regulations and professional ethics.