Basel Group

Trusts & Estate Planning

The likely concerns of the wealthy include the protection of family assets as well as guarding against economic or political instability, third party claims and foreign taxes. We can protect and manage family wealth and arrange for the orderly and timely hand over of assets in the event of a death within the family.

Our services will significantly enhance the safety as well as the management and control of assets. We can protect the financial standing of the family during ill health and incapacity. We can protect against the imposition of foreign taxes. We can manage family wealth so as to safeguard children and grandchildren should they stand to inherit significant wealth at an inappropriate age. We can structure arrangements so as to maximise the financial benefits and security when moving between countries. 

Even in the event of a death within the family we can arrange for a timely and tax efficient transfer of wealth between family members.