The popularity of the inter vivos trust has during the past years increased significantly primarily as a result of its perceived tax advantages. Whilst there are income tax and capital gains tax benefits the estate duty benefit is currently the most attractive.  Despite these perceived tax benefits it is important not to create a trust simply to avoid tax but rather to integrate it into a holistic, well structured estate plan.  Factors such as the protection of beneficiaries and continuity should rather determine the objective for creating the trust.  The devolved ownership, flexible construction and confidentiality benefits of Trusts make them an ideal solution to a range of complex personal and corporate situations.

Sentinel offers a range of solutions to these challenges - and creates the opportunities to meet our clients’ individual objectives, providing stability for the present and protection for the future.  From first contact, we examine each client’s current requirements and future aspirations, and analyse already existing structures.  From tax and estate planning for private clients to special needs trusts such as charitable and special trusts, Sentinel’s expertise guarantees that aspirations are realised and benefits maximised for all our clients.

We take the time to understand each client’s personal requirements and offer a full range of Trust formations, including:

• Inter vivos Discretionary Trust
• Special Trust
• Charitable Trust

Trusts offer many solutions for personal and corporate efficiency, such as:

• Asset Protection
• Tax Planning
• Succession Planning
• Creditor Protection
• Family Provision