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Main Discussion

net worth and trust structures
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Posted - 20 March 2017 09:19
what net worth does an individual have to have for it to be worth it to hold assets etc in an off-shore trust structure? Approx.
Captain Mal
Posted - 20 March 2017 09:33
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What are they worried about and what are their plans?

Its very different for a non-dom / someone who has worked off shore / someone worried about the kids inheritance / someone worried about multi generational legacy etc.

Also depends massively on their nationality and plans for retirement.
Posted - 20 March 2017 10:46
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I'm in the process of unravelling a few because of forthcoming tax changes.
Posted - 20 March 2017 10:48
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this is purely hypothetical, just musing to myself, at what amount does it warrant

1. on shore trust structure

2. off shore trust structure

the cost of lawyers, trustees, family office etc.
Keith Nearing
Posted - 20 March 2017 10:53
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Well it's the set-up costs + ongoing admin costs vs the incremental amount HMRC don't get their grubby paws on when you go to meet your maker.
Keith Nearing
Posted - 20 March 2017 10:54
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It's the PV of the latter that's hard to determine obv.

£10m+ and you're probably fairly certain the maths works out.
Posted - 20 March 2017 10:55
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TVM, Keith.
sad banta
Posted - 20 March 2017 10:57
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Don't forget though, Judy, the ISA limit is going up to £20k soon !