Baumann Group

Trusts

The concept of "Trusts" dates back to medieval law, a trust is a legal agreement holding assets governed by a document of law known as a "trust deed".

Terms of a Trust

  • Settlor
  • Trust Deed
  • Trustees
  • Beneficiares

Types of Trust

  • Bare Trust
  • Interest In Possession Trust
  • Discrecionary
  • Settlor Interest Trust

Benefits of a Trust

  • Confidentiality
  • Control & Security
  • Mitigation of Tax Liabilities
  • Continuity

In some cases we can simply use an off the shelf trust and this may well cater for your needs. It is very important that you get the details of your trust correct and ensure that you are indeed protected against large tax liabilities and/or your beneficiaries receive the money that is intended for them

Our Process

Key Considerations

  • Identify your personal goals
  • Optimised portfolio for growth, income or protection 
  • Initial risk assessment to determine your profile 
  • Taxation in your country of domicile and residence  
  • Find the most cost effective solution 

Added Value with The Baumann Group

  • Fully qualified advisers 
  • Bespoke portfolio optimisation system 
  • Discounted funds 
  • Exclusive The Baumann Group funds 
  • Private banking fund platform
  • Non-market correlated funds 
  • Online client portal 
  • Regular updates
Contact us

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Create, manage and protect wealth