Zetland   Zetland  Professional Advisers

We are an independent trustee and do not operate under any bank or organisation. Our team is comprised of highly qualified individuals that includes lawyers and accountants, who take pride in providing excellent service to clients

Professional Advisers

The advice of an experienced professional in the country of residence/citizenship of the settlor should always be sought before settling a trust. The professional adviser should carefully consider, as a minimum, the following questions and discuss the effects with the client:

Why is the trust being established? Will it fully meet the objectives and expectations of the client? Does the client fully understand all the implications?

How is the trust to be settled?

Who are to be the beneficiaries? Should they be informed?

How and when are the beneficiaries to benefit?

What effects will the settlement of property have on the client's financial position? If property is still to be controlled or enjoyed by the settlor, what mechanisms and safeguards need to be employed?

Is a protector to be appointed? If so who should this person be? Does he or she understand the responsibilities? Will he or she agree to be appointed?

What items should appear in the Memorandum of Wishes?

What are the domestic tax implications of setting up the trust?

In which jurisdiction should the trust be set up? Should there be one or more alternative jurisdictions? Should an opinion be obtained from legal counsel in the jurisdiction on the validity of the trust?

Who is to act as a trustee? What is their background and standing?

What are the initial and annual costs of administering the trust? If the trust is being used for asset protection purposes, does the settlement of property into the trust raise any questions as to legality?

It is worth spending time and money at the outset in getting sound local advice. Zetland has contacts with knowledgeable professional intermediaries in many countries around the world and will be happy to make introductions in case existing professional advisers are not sufficiently familiar with offshore trusts. Zetland is equally happy to work with a client's own advisers. Potential settlors should be aware that many offshore trust schemes are being marketed currently (particularly in USA) often with exaggerated claims made regarding their efficacy.

Zetland works closely with professional intermediaries such as lawyers and accountants around the world and is always pleased to form new relationships and to provide references, if requested.

信托的基本特征

信托是一種關係,法人(受托人)為第三方(受益人)利益持有的,由委托人(在美國為授予人)捐贈的財產。信托關系在日常事務中頻...

香港信託

香港擁有與其他主要信托司法管轄區(如英國、新加坡及歐洲及加勒比海的離岸金融中心)同等水平的現代及具競爭力的信托法。...

离岸信托的好处

离岸信托的使用可以产生许多实质性的好处。通常,在实施之前,需要在公民身份,居住地和住所所在国中采取适当的专业建议。...

控制和保護問題

信托的本質在於將財產的合法所有權從委托人轉移給受托人。 委托人如何確保財產得到妥善保護並且他的意願也能得到遵守? 有...

投資問題

信托資產的自由投資可能是受托人面臨的最大困難之一。如前所述,受托人有責任為受益人保留信托資產,因此,受托人往往傾...

專業顧問

在建立信托之前,應始終征求委托人在居住國/國籍方面有經驗的專業人員的意見。專業顧問應至少仔細考慮以下問題,並與客...

Zetland的信托管理方法

Zetland的信托管理方法可以用兩個詞來概括: 忠誠和客觀。 忠誠是因為我們積極地將信托資產視同我們自己的資金而奉獻...

成本和費用

Zetland根據以下基礎收取信托費,一般不按管理資產的百分比收取費用或征收分配費。 首次設立費用----這包括接受指示...

信托术语表

资产保护信托 一种离岸信托,其主要目的是保护委托人的财产免受未来债权人的攻击 纯粹信任 ——信任的一种简单形式 ...