Marc Townsend, MCSI Isle of Man
After 25 years in the business I know what I want from a network and it is simplicity and integrity, essential when I'm working around the globe.
TRUSTEE & FIDUCIARY SERVICES NETWORK
We are experts in trust and corporate planning services to help you protect your wealth and grow your assets.
As a leading global corporate and trust service provider, we offer our clients more than 25 years' experience and connections with hundreds of professionals across a network of 20 offices worldwide. We have established thousands of companies and trusts. Providing ongoing administration for many of these entities. Our compliance standards are amongst the best in the industry and where required, we use licensed Corporate and Trust Service Providers.
Our practitioners help you to establish, structure and manage Trusts and other legal entities all over the world. We take care of your local and international corporate, legal, financial and administrative processes. Our ambition is to offer you the best in trust and corporate management services.
Our highly personalized approach, experience in assisting clients and our clear understanding of the specific needs of international business and expatriate clients, drawn from our own international origins, make us the ideal organisation with which to progress.
Offshore Companies
We are experts in trust and fiduciary services to help you protect your wealth and grow your assets with efficient corporate and trust structures for expatriates, businesses, entrepreneurs, private individuals and families.
Trusts and Foundations
We assist Companies, Charities, Associations and private individuals in forming Trusts and Foundations, and providing the ongoing support to maintain them. We are able to provide advice on every jurisdiction.
Offshore Banking
We are an international and offshore corporate and trust services provider. Establishing and administering offshore bank accounts rather than domestic bank accounts to reduce costs and protect wealth.
- Services
- About Us
- Partners
Services
Our highly personalised approach, experience in assisting clients and our clear understanding of the specific needs of international business and expatriate clients, drawn from our own international origins, make us the ideal organisation with which to progress.
In this environment we do not see competitors, we see potential partners and avenues for partners.
New ideas, technology and a low cost environment attracts partners, and partners generate volume which in turn reduces the costs of business, providing a mutual benefit to the client and the service or product provider.
Intatrust is committed to providing Intermediaries with premier support in all areas of their business.
We realise that every firm is unique and have therefore developed a flexible model, which can be tailored to your firm’s individual requirements.
We offer a range of essential services and the option to purchase additional services only when you need them. We don’t believe you should have to pay for services you may not need just to access those that you do; nor do we tie you in to any long term contract, as the quality of our service should be enough to guarantee your loyalty.
About Us
Intatrust is the trading style and platform for a growing number of Trust advice professionals providing trustee services to clients in many jurisdictions. Our services and tools enable the practionioner to provide a highly personal service delivery wherever their clients settle.
We provide advice and specialise in meeting the financial needs of people or companies who have created more capital, or who earn higher incomes, than average, and whose circumstances are therefore more complicated than usual.
Most clients want an experienced proffessional to understand and explain the relevant issues, and propose appropriate action. The strength of our relationship and level of satisfaction among clients and partners may be judged by the fact that all new clients come to us as a result of word of mouth recommendations from existing clients, lawyers, accountants, investment houses and financial institutions.
As we move forward we will continue to work hard to introduce more technology as well as new and intelligent ways to provide greater opportunities for all our clients and partners.
Partners
Professionals are able to discuss initially without charge or commitment any client matter that requires the structuring and / or administration of trusts, companies or SPV - to facilitate international trade and investment.
This will often involve the use of double tax treaty agreements, with the necessary "substance over form". The Group's Professional Client Services division provides the international professional community with a comprehensive range of professional services
The policy of Intatrust Worldwide's Professional Client Services team, since the Group's origin , has to always agree all the fees prior to the acceptance of any assignment.
All fees are competitive - and we have established thousands of companies and trusts worldwide. Globally we administer companies and trusts annually - for a wide variety of clients in different countries, engaged in an even greater variety of international business and commence.
Professional Intermediaries receive complimentary newsletters giving a round-up of tax changes around the world and our specialist weekly Chinese tax newsletter. These are invaluable for staying up-to-date in an ever changing world.
Delivering superior results to business partners is the key to Intatrust success. Providing them with a new revenue stream, increasing their knowledge of their customers and acting as a strategic marketing partner are some of the ways in which Intatrust helps our business.
Partners achieve their business goals. Intatrust has strategic alliances with insurance companies, telemarketing agencies, data processors, printers and other key suppliers. We source the right suppliers to produce and provide quality products and dependable services for our business partners and their customers.
Every partnership needs to have a plan to be successful. We work with our business partners to understand their business goals, customers and the competitive environment in which they operate. Once accomplished, Intatrust will create a marketing plan that will maximise a business partner’s potential.
The benefits to partnering with Intatrust include:
- Risk-free revenue stream
- Increased customer loyalty and retention
- Unique, customized products and services
- Enhanced knowledge of customer’s behaviour
- Market share growth
- Customer and Products
Our Marketing and Analytics Team are proficient in examining our business partners’ data and designing effective product campaigns. By knowing the individual customer, the most relevant products can be designed and the most appropriate distribution channels can be selected. By working with our business partners, we use our marketing experience to develop niche offerings tailored to the business partner’s customers, offering a unique product at a competitive price.
Unbiased
Our advisers provide unbiased, whole of market advice
We recommend the best local adviser for your needs.
You will be presented with facts, not pressurised into taking a decisions.
We never pass on your details to anyone apart from the Adviser we recommend.
FAQ's
What Are Offshore Trusts?
A Trust is a contract, a private legal agreement. Trusts are based upon the "Trust Deed", which expresses the agreement between a person (the Settlor), who places assets in a Trust, and the (Trustee), an individual, Trusts or Corporations entrusted with the protection, management and ultimate distribution of the assets for the persons, (the Beneficiaries), entitled to benefit from the assets and/or income held under the terms of the agreement.
What Is Contained In A Trust Document?
This private agreement between the Settlor and the Trustee may be drawn up in many different ways in order to define the desires or concerns of the Settlor. While the specific instructions in the Trust document, know as the Trust Deed, may vary greatly from case to case, the necessary features are:
- Naming of the Trustee.
- Defining the terms and conditions under which the Trustee can be removed or resign.
- Defining the Trustee's powers and restrictions.
- Describing the assets or, initial Trust Property
- Naming the Beneficiaries and describing how each is to benefit.
- Naming of the Settlor, the person who contributes the initial assets to the Trust.
- This Settlor then literally "gives away" the assets transferring legal ownership of them to the Trustee.
- The Settlor names the Beneficiaries of the Trust.
- The Deed identifies the Property Settled upon the Trustee: the property then passes on to the Trustee.
- The Trust Property can be increased at any time providing the Trust Deed has been written to allow this.
Who is The Trusts Settlor?
The Settlor gives away his assets and thereby transfers the legal ownership to the Trustee. The Settlor arranges the Trust Deed so that the distribution of income or assets by the Trustee is done completely at the discretion (subject to the Settlor recommendations through "letters of wishes'), of the Trustee (Discretionary Trust), or by clear definition (Non-discretionary Trust).
What is The Trusts Trustee?
The Trustee is the person, corporate body, or other entity into whose ownership of the assets have been transferred. It is the duty of the Trustee to ensure that the wishes of the Settlor are carried out and the beneficiaries' interests protected. The Trustee can be removed and replaced by a new Trustee if for any reason it is deemed appropriate.
What is a Trusts Protector?
A Protector can be an individual or an entity who can be given the power within the terms of the Trust Deed to remove a Trustee, protect the interests of the beneficiaries, or appoint a new Trustee.
What are Trusts Beneficiaries?
A Beneficiary is any person or persons or any other legal entity, including another Trust or a Charitable Organisation, who will benefit under the terms of the Trust Deed. They may be nominated either specifically by the Settlor and their benefits clearly defined, or by class, that is, sons, daughters, grandchildren, etc. The Trustee is normally guided by the written or verbal wishes of the Settlor.
Is a Trust the Same as a Will?
Trusts are, in a sense, a living "will" which works before and after the death of the Settlor. Trusts can be terminated or "revoked" on the wishes of the Settlor. However, making a Trust "irrevocable" (meaning outside the Settlor control) can provides significant tax advantages. Some jurisdictions law allows for a liberal response to Letters of Wishes, therefore even an "irrevocable" Trust can effectively be terminated and assets liquidated and distributed without losing its "irrevocable" status under law, while maintaining it's "irrevocability" before external tax scrutiny.
What type of Trusts are there?
Trusts fall within two broad categories: Tax planning Trusts, and Asset protection Trusts. That is not to say that the two are mutually exclusive, only that they originate from different concepts and appeal to separate groups.
A Discretionary Trust
In a Discretionary Trust, Trustees are given very wide discretionary powers to act as they see fit. It is not generally the case for assets of the Trust to be held for specific beneficiaries in specific proportions. Assets are clearly held for the benefit of beneficiaries who may either be defined as a group or left to be added in at a later date. The proportion of ultimate distribution to any one or more of these beneficiaries is entirely at the discretion of the Trustee. By its very nature, it is flexible and therefore is by far the most commonly used in an offshore environment and over the years has proved more effective then any other method for the protection of family wealth.
In case any prospective Settlor becomes concerned about a Trustee having absolute discretion over his assets, it must be quickly pointed out that a responsible Trustee will follow the Settlor "Letter of Wishes". This document contains wishes, which if contained in the Deed itself, would have converted the Discretionary Trust into a Specific Trust. It can be amended at any time by the Settlor to reflect changing circumstances.
In case any prospective Settlor becomes concerned about a Trustee having absolute discretion over his assets, it must be quickly pointed out that a responsible Trustee will follow the Settlor "Letter of Wishes". This document contains wishes, which if contained in the Deed itself, would have converted the Discretionary Trust into a Specific Trust. It can be amended at any time by the Settlor to reflect changing circumstances.
Asset Protection Trusts
Take the form of a legal contract between Trustee and Settlor. All the Settlor property is transferred to the name of the Trustee, where they will be safe from any form of attack, if carried out in accordance with International law.
What are the main Benefits of owning a Trust?
A Trust is a unique legal entity that allows the Trust Deed to be written to suit your personal requirements and intended purposes. The following are some of the main reasons for the use of Trusts.
Family Protection
The Settlor can, through the Trust Deed or within the Letter of Wishes advise on the administration up to his death. He can also advise upon who is to benefit thereafter and in what proportions. These aspects are particularly attractive to residents of countries which have strict laws on inheritance and can enable payments to be made to people who might have to be excluded from a Will made in the Settlor place of citizenship or residence.
Privacy, Anonymity and Flexibility
Under most offshore law, the Trust Deed is a secret document. No information on its contents is available to any external authority. This secrecy is supported in Belize by provisions in its Trust Act of 1992. Flexibility within the Trust Deed, particularly of a Discretionary Trust, is provided by the following:
- through provisions that provide that the Trust can be revoked or terminated;
- that the Trustee can be removed;
- that the Law and Forum, that is, the location of the Trust, can be transferred to another jurisdiction should it be felt that worldwide political developments make this a prudent precaution;
- policies on administration and disposition of the assets can be modified.
Testimonials
Andy Williams , ACIB, London
"I was Head of International Corporate Business at Barclays and have reviewed many networks in my career, Intamediary's proposition is very favourable not only to the adviser but also to the client.”
Brian Kilburn Financial Management Ltd
It is refreshing to know that there are still companies out there who see nothing wrong with the way business has been conducted in the past by the IFA community
Careers
We provide advice to Companies Charities expatriate professionals and retirees in many areas of the world, and we are very keen to expand our operations. Currently our consultants and partners are enjoying outstanding results, and we see our company’s growth coming from the recruitment, training and placement of high-quality new advisors.
Successful candidates will receive full training, management and compliance support, opportunity to live in new vibrant locations, no maximum earning cap. The package includes discounted global health cover, attractive commission rates and flexible work arrangements.
Our Principles are fundamental to our way of doing business and the foundation of everything that we do. They bind us together as an organisation.They make us leaders.
Our clients are the driving force behind what we do, and their interests must always come first.
We respect the dignity of each individual, whether an employee, shareholder or a member of the public.
We expect teamwork throughout the company and we reward it. It is great teams that win.
We believe we have a responsibility to the communities in which we live and work and we encourage our employees to involve themselves.
No individual's bottom line is more important than the reputation of our firm. Integrity is the cornerstone of our prosperity and our pride; we will protect it, whatever the cost.
Who succeeds in our demanding environment? Exceptionally bright, committed people. People with drive, intensity, energy and minds that are on fire. Leaders who have what it takes to inspire others.