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Employee Benefit Trusts
An EBT is a discretionary trust established by an employer to deliver financial benefits to definedclasses of employees and, where appropriate, to employees’ dependants.
Private Trust Companies
The use of trusts in wealth management and estate planning means transferring legal control of trust assets to a third party (the trustee).
Fund Administration and Outsourcing
In today's increasingly fast-paced global securities markets, the demands on investment fund managershave never been greater. As investment manager, the primary objective is to optimise investment returns.
Private Funds
There may be circumstances where a privately controlled investment ‘company’ can be an attractive product for small groups of connected parties.
A ‘Friends and Family’ vehicle can facilitate a commercially effective pooling of investor capital and a convenient reporting mechanism.
IOM Taxation Budget Data Card
Isle of Man Taxation Budget Data Card - 2010/2011
