Trusts are globally recognised vehicles for protecting and preserving assets.
But many people do not consider their use from a commercial perspective. Using a trust as part of your planning can protect your assets from creditors, provide tax-free growth and ensure optimal outcomes when selling your business or bequeathing it to your heirs.
Preserving and Enjoying Your Life’s Work
With M1 Specialty, you can take advantage of trust structures that have stood the test of time and proven their efficiency as tax planning tools. You maintain control and can easily change, remove or add beneficiaries, all while enjoying the peace of mind that comes with a trust existing under British law, with improved security, tax-free deferred growth and high levels of confidentiality.
Benefits include:
- A British Law Trust wrapper
- Up to 100% principal protection of assets
- Guaranteed minimum returns on regular investments of up to 180% of contributions
- Protection from creditors, and multi-currency options
- Exposure to major global indices and a wide range of funds, ETFs, bonds etc.
- Stock market exposure without the stock market risk
- Full online service portal available 24/7
Your Partner in Prosperity
M1 makes establishing a trust as simple as possible.
To get started contact us