Trusts & Foundations

Discretion and diplomacy are central to our service, so you can be assured your needs will be met with sensitivity and respect.

A Trust or a Foundation may be used for a variety of personal, estate, financial and business planning objectives to make sure that assets are passed on in the most efficient way for the future. They are often used in combination with underlying entities to which ZEDRA can also provide administration services.

Creating a trust during your lifetime is an established way to plan the transfer and preserve your wealth for future generations or good causes. Whether you want to provide a future income stream or want guidance on who should be the Protector, Enforcer and Guardian of your family trust structure, we can help.

We can deal with all aspects of trust creation and can act as the professional trustee named in the trust deed either in your lifetime or on death or assist those already acting as a trustee.

We are often asked to appoint an investment manager and monitor performance as well as make distributions to beneficiaries and handle annual trust accounts and tax returns.

Setting up of UK Trusts involves engagement with our SRA regulated law firm ZEDRA Legal Services.