Trusts & Estate Planning

Our International outlook and the fact that we work without jurisdictional boundaries in our clients' interests enables our Trusts & Private Client team to advise objectively on the most appropriate jurisdiction in which to establish and administer wealth management structures.

Our primary practice areas are:

Trust formation

We concentrate on understanding each client’s objectives and offer a complete bespoke drafting and advisory service, including:

  • Assisting with tailoring trust instruments to particular client requirements.
  • Legal interpretation and opinions on trust validity and scope of powers of trustees, protectors, or ancillary committees under trusts. 
  • Drafting all related documentation including:
  • letters of wishes;
  • trustee resolutions; and
  • letter(s) of acceptance of appointment of Protector/Enforcer (where applicable).

Planning
Tax and estate planning for individuals; succession planning for closely-held businesses; compensation and retirement planning for executives; immigration and tax planning for multi-national families.

Estate and trust administration
We assist high net worth individuals and families worldwide with the accumulation, management, transfer and protection of their personal wealth.  We offer comprehensive estate and trust administration services wherever in the world their assets or family members may be to meet all of our clients' planning needs. We also advise executors and trustees in all aspects of estate and trust administration, including probate, forced heirship, estate and inheritance.

Trust advisory 
The team is attuned to constantly monitor new developments on the applicable local trust laws including the regulatory and tax legislative framework thus ensuring that clients’ always receive balanced and versatile advice. 

We furthermore advise the trust departments of some leading fiduciary companies and law firms in Cyprus and of major banking institutions in Cyprus on administration and regulatory issues.

Tax exempt organizations
We advise on the creation and administration of charitable and other tax-exempt organizations around the world.

Trust re-domiciliation 
We can finally offer legal advice on and assist with the re-domiciliation of trusts to and from Cyprus.