Demystifying Trusts

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Presented by

Debbie Lumsden, Private Client Director at VG, and Jennifer Emms, Partner Elect at Maurice Turnor Gardner

About this talk

Trusts are an extremely flexible vehicle for holding and protecting assets for future generations. They are a well-established and respected solution and are frequently referred to but, for those who have not come across them before, can be somewhat of a mystery. This back-to-basics virtual event is designed for individuals, family offices and intermediaries who may have heard of trusts but who wish to understand more about them and the many ways in which they can be used in the context of private wealth. Speakers Debbie Lumsden, Private Client Director at VG, and Jennifer Emms, Partner Elect at Maurice Turnor Gardner, will demystify trusts and explore: • What is a trust? • How does a trust operate in practice? • How can they be tailored to suit specific family requirements? • How can they fit in with a family’s aims and other structures? • How a private trust company (PTC) can provide a solution for inter-generational success and wealth protection?
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VG provides solutions to meet the needs of our various clients, whether they are individuals or families requiring private client solutions; corporations or institutions in need of corporate solutions; Islamic clients or investors looking for structured products. VG specialises in the formation and management of trusts, companies and other fiduciary vehicles and structures, whether established in Jersey or other jurisdictions. We take time to get to know our clients and co-operate with their professional advisers in advising on how best to establish offshore fiduciary structures for tax planning, estate planning and other financial planning purposes.