Trust
Trust formation & setup
Guidance through the entire process of establishing the right type of trust for your needs.
Trust administration
Ongoing management of trust assets, ensuring compliance with legal and financial obligations.
Estate planning integration
Aligning your trust with your broader estate planning goals for seamless wealth transition.
Tax planning & reporting
Structuring trusts for maximum tax efficiency and handling all related reporting requirements.
Trust review & restructuring
Regular assessments to ensure your trust remains relevant and effective as your circumstances change.
Why Reckon?
Our team of qualified professionals brings years of experience in trust creation, management, and optimisation. We understand that no two clients are the same. Our bespoke services are designed to meet your unique financial goals. We adhere strictly to regulatory requirements, ensuring your trust is both secure and compliant. Personalised service with a single point of contact to guide you every step of the way. Our history of successful trust management speaks to our commitment to delivering results that matter.
Who is it for?
· High-net-worth individuals seeking to protect and manage wealth
· Families wanting to ensure smooth intergenerational wealth transfer
· Business owners looking to secure business succession plans
· Charitable individuals or organisations aiming to structure philanthropic giving
· Individuals with complex family arrangements requiring specialised trust structures
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Find us
Elizabeth House, 3rd Floor, 9 Castle Street, St Helier, JE2 3BT
Reckon Financial Services Limited is regulated by the Jersey Financial Services Commission as a Trust Company Business
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All Rights Reserved.