For a Trust to exist, there must be a relationship between the settlor and the Trustee.
This relationship is normally established by the execution of a Trust deed.
This Trust deed defines the Trustees duties and responsibilities. The settlor may provide the Trustees
with a non-binding letter of wishes, which the Trustees would be asked to consider prior to making any decisions
concerning the Trust assets.
In order to establish a Trust, we need certain information about the settlor.
Contact us to obtain a copy of the relevant forms and documents.
Our Requirements
We require at least the following:
- A certified copy of your passport
- Two pieces of evidence of your residential address in the form of utility bills -
originals or certified copies
- a reference from your banker, accountant or legal practitioner confirming the source of the
funds being introduced.
Complete our Online Questionnaire and we can send you more information
or
Contact our Anglo Irish Trust (IOM) Team for
a confidential discussion on how we could help you.
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