Trusts

Settling your affairs

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What is a Trust

People have been using trusts to preserve and manage their wealth for the benefit of their heirs for centuries. A trust is a legal arrangement where someone holds property/assets, ‘the trustees’, on behalf of someone else, ‘the beneficiaries, subject to the terms of the trust determined by the creator of the trust ‘the settlor.’

Do I need a Trust?

A trust can be helpful in several scenarios. For example, for individuals who are changing, or planning to change, their domicile, residence, or citizenship; those with family’s resident abroad; those seeking asset protection; and those whose principal motivation is to transfer their wealth freely and without the worry and concerns of lengthy and expensive probate procedures.

Our Advice

Although everyone should have a Will, not everyone needs a Trust. Talking with one of our advisors will give you a better understanding of what makes the most sense for you and your family. At Argentum Wealth, we work with trusted partners specialized in advising on and establishing trusts in different jurisdictions.

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Frequently Asked Questions

In many ways a trust acts in the same way as a will, however it is very difficult to successfully contest the wishes expressed in a trust when the creator of the trust passes away. Depending on your circumstances and accounts there are simple trusts which can be set up for you whatever the value of your holdings.

People need to start thinking about estate planning when they have dependents that rely on them financially. The more assets and wealth you accumulate, the more important this becomes. If you are a high net worth individual with dependents, this should be an integral part of your overall financial planning strategy.

Yes, you can consolidate your assets through a company, depending on your goals, asset types, and tax considerations. These structures may provide benefits such as simpler administration, added privacy, and better succession planning. Our advisors can review your situation and, if appropriate, help establish a domestic or international company that fits your long-term objectives.

We can review your existing Will or Trust and advise whether it remains appropriate for your current circumstances. If updates are needed, we work with trusted specialists who can revise and modernize your estate planning arrangements. Our goal is to ensure your documents accurately reflect your wishes and provide the protection needed to pass your wealth to your loved ones.

If you’re living abroad, the laws in your current country may not align with the Will or Trust you created back home. Even without an existing estate plan, the transfer of assets to your loved ones may be complicated when residing overseas. Reviewing your estate planning needs helps ensure your wishes are properly protected wherever you live.