Trusts - Establishment & Administration

Purpose Trusts, Discretionary Trusts, Reserved Powers Trusts, Interest in Possession Trusts and Charitable Trusts

As a regulated trust service provider, Fiduchi can assist you in all aspects of the establishment and administration of both onshore and offshore trusts for private wealth, corporate and charitable requirements.

Many of our clients are advised to establish trusts as part of their long-term wealth planning, but implementing a successful trust requires more than simply drafting a structure.

At Fiduchi, we help families understand which type of trust best suits their objectives, and we work closely with them to ensure it continues to serve their needs over time. We focus on building enduring relationships, and our trusted approach has been valued by families and their advisors for over 30 years.

Trust Establishment & Administration - How Fiduchi can help

At Fiduchi, our Private Wealth team advises individuals, families, entrepreneurs, charities, and their advisors on how best to manage financial assets across jurisdictions. Our director-led teams take the time to understand what truly matters to you, enabling us to deliver a personal and genuinely bespoke service. With over 30 years’ experience providing independent, trusted private wealth solutions, Fiduchi can support you in the establishment and ongoing administration of your trust structures.

Where appropriate, Fiduchi assists clients seeking to change their existing trustee—whether to an independent Jersey-regulated provider or to an onshore provider via our London office. As an independent firm, free from private equity ownership, our clients engage directly with decision-makers who understand their needs and act quickly. This independence allows us to offer flexible solutions that others may not—it's one of the things that sets us apart.

We offer a comprehensive range of trustee services, delivered through a holistic approach built on trust, personal service, and deep technical expertise. Find out more below.

What is a Trust and do I need one?

In it's simplest format, a trust is essentially a relationship whereby property is held by one party for the benefit of another. A trust can be created by you (the settlor) by transferring assets (i.e. property, investments, cash or any other type of asset) to another party (the trustee). The trustee in this case Fiduchi, then holds that property for the benefit of the beneficiaries e.g. the family members.

The trustee assumes legal title to the trust property, but is required to act in the best interests of the beneficiaries as stipulated by a trust deed which essentially provides the instructions or rules which the trustee must follow.

Many people still seem to associate the use of trusts and offshore trusts solely with tax planning. However, the reality is that trusts now offer much more than this alone and can be used for:

Preservation of family wealth;
Succession planning;
Avoiding forced heirship (dependant on local laws);
Protection of assets;
Meet income needs; and
Commercial purposes.

Trusts have proved to be enormously adaptable and various types of trust have been developed over time. Depending on each client’s personal circumstances and objectives, Fiduchi will advise them which is the most appropriate trust to suit their needs and that of the beneficiaries, as well as highlighting any tax or legal considerations. For more information on Trusts, see the relevant media section below.

Why Jersey for Trusts?

Solutions for Private Wealth such as Trusts have long been offered around the world. However, advisors and individuals will naturally wish to establish them in a reputable well-regulated jurisdiction such as Jersey.

What sets Jersey apart as an ideal jurisdiction for Trusts is its robust regulatory framework and political and economic stability. Jersey’s respected trust law, legal framework and trustee regulation is considered to be amongst the most robust in the world and it is for this reason that we recommend Trusts be formed under a Jersey-law with at least one Jersey-regulated trustee. In this way, a level of governance and oversight can be assured. As a jurisdiction at the forefront of global finance for more than 50 years, Jersey is ready to service and support the needs of HNW Individuals who require bespoke trust solutions.

Jersey is recognised as a co-operative jurisdiction by the EU (white-listed);
Award winning jurisdiction and recognised for its high standards by: OECD, FATF and MONEYVAL;
Robust legal framework: independent judiciary;
800 years of self-government, not part of the UK;
English speaking and a minimal time difference to Central Europe; and
Jersey conforms to the latest EU legislation for General Data Protection Regulation (GDPR).

Trusts and Trustee Services

Fiduchi is a regulated provider of trust and company services, and therefore its experts are able to assist you in all aspects of ensuring continued compliance in the constant changing landscape.