Trust and Estate Planning

IQE’s experience is what sets us apart from our competitors and this is demonstrated by our history of dealing with complex structures and substantial transactions. Our clients come from all corners of the world and the sectors we work in include property development and investment holding with everything in between. With a wealth of knowledge under-pinned by many years’ experience and professionally qualified employees, IQE provides a safe pair of hands.

IQE works closely with professional tax and legal advisers and we understand the importance of implementing the advice correctly to ensure that clients achieve their aims in a way which can stand up to scrutiny. IQE is a licensed Trust Service Provider and offers specialist trust services to a wide range of clients.  Trusts can be used for asset protection, investment holding, high value asset holding, succession and inheritance planning by both individuals and corporate entities.  Charitable Trusts can also be established for the sole benefit of charitable organisations offering the trustees discretion over income and capital payments. There are a number of types of trust and further information on these types of trust can be found on this page.

IQE's trust and estate planning services:

• Implementation of professional advice to establish simple and complex structures
• Creation and appropriate administration
• Provision of experienced Trustees
• Day to day administration dealing with lawyers, accountants, investment advisers, professional advisers, beneficiaries, settlors and protectors
• Advice on the advantages and benefits of different types of trusts
• Focus on working efficiently and providing solutions
• Dealing with probate
• Working closely with families to support dependents, protection from profligate family members, pre-nuptial arrangements, educational and medical support, estate planning
• Family constitutions and financial reports to consolidate family assets and wealth

Useful documents

• Fact Sheet Isle of Man Trust Download