Trusts & Estate Planning

Looking out for your family’s assets

The structures into which you transfer your assets can have lasting consequences for you and your family. We will help and advise you on the right structure for you. No two people have the same assets and desires for where those assets should be distributed after their death. The right decisions made today will spare your loved ones of the pitfalls of poor planning long into the future.

Private client and corporate expertise

Our Wealth Advisory team provides the one-to-one expertise you need to protect your assets. By understanding your requirements, we can offer you effective solutions based on our knowledge and experience of trusts law, estate preservation and investment tax relief. 

Offshore and onshore expertise

Our trust and fiduciary services are available in:

• Jersey 
• Guernsey 
• Isle Of Man
• Switzerland
• UK onshore
• Gibraltar
• Malta

Integrated products

Backed by the full capability of JA PFM we will integrate all of our advice and services to work in harmony with your requirements.