I-Offshore Discretionary Trusts: Yintoni, Njani kwaye Kutheni

Iitrasti zibonelela ngesithuthi semali esivavanyiweyo savavanywayo kwabo bafuna ukwahlula isihloko esisemthethweni kunye namalungelo alinganayo kwii-asethi ezichaziweyo ngenjongo ethile. Ukuguquguquka kweeTrasti kuthetha ukuba zisetyenziswe ngaphezulu kwewaka leminyaka ngendlela enye okanye enye, ziqhubeleka kude kube namhlanje; Enye yezona zinto ziqhele ukusetyenziswa kude nonxweme yiDiscretionary Trust.

Ukuseka iTrasti kulawulo lwangaphandle kunokubonelela ngezibonelelo ezongezelelweyo phantsi kweemeko ezichanekileyo. Kweli nqaku lifutshane, sijonga ukuba yintoni, njani kwaye kutheni iiTrasti zaselwandle.

Yintoni iTrasti?

Kubalulekile ukuqonda ukuba iTrasti ayinabuntu basemthethweni obahlukileyo kwaye ayixhamli kuxanduva olulinganiselweyo. ITrasti lulungiselelo lweFiduciary.

Ubudlelwane be-Fiduciary bubonakaliswe njengento yokuthembela kunye nokuzithemba phakathi kwamaqela amabini okanye ngaphezulu, apho i-Fiduciary ibophelelekile ukuba isebenze ngokufanelekileyo kwelinye iqela.

ISivumelwano seTrasti sichaza zonke iinkcukacha eziphambili zeTrasti, kubandakanywa amaqela amathathu aphambili:

  • Indawo yokuhlala: Umntu okanye iziko elinikezela ngempahla kwiTrasti nelenza iTrust Fund.
  • Umphathiswa: I-Fiduciary etyunjwe yi-Settlor inokuba ngumntu okanye iqumrhu elihlanganisiweyo. ITrasti iphethe itayitile esemthethweni kwii-asethi zeTrasti kwaye izilawula ngokuhambelana neTrasti Deed. Indima yeTrasti inokuba yimfuneko kwaye ibangele uxanduva lomthetho, ngoko ke kubalulekile ukukhetha iTrasti efanelekileyo. Unga funda ngakumbi malunga nokhetho phakathi kweTrasti kunye neeTrasti eziNgcaliyo apha.
  • Umxhamli: Abaxhamli abathile okanye iindidi zabaxhamli kufuneka zichongwe ngokucacileyo kwiSivumelwano seTrasti. Eli qela linamalungelo alinganayo kwii-asethi zeTrasti njengoko kuchaziwe kwiSivumelwano seTrasti. Banelungelo lokunyanzelisa nawaphi na amalungelo abanawo phantsi kweTrasti ngokuchasene neTrasti.

Unga funda ngakumbi kwintshayelelo yethu yeeTrasti apha.

Kukho imigibe ekufuneka uyiphetshwe xa kufikwa kwiiTrasti, kodwa uninzi lwale lunokuthintelwa ngokumisela iTrasti esemgangathweni esemgangathweni. Unga funda ngakumbi malunga neendlela ezingcono kunye neminye imigibe eqhelekileyo apha.

Offshore Discretionary Trusts

Zininzi iindidi zeeTrasti ezisetyenziswa kucwangciso lwaselwandle, kodwa iDiscretionary Trust yeyona isetyenziswayo. Iimpawu ezichazayo zeDiscretionary Trust ziquka:

  • I-Settlor inokukhetha kuphela Abaxhamli okanye iindidi zabaxhamli (umz. abantwana be-Settlor), abanakho ukuxhamla kwiTrasti. Ngaphaya koku, abanalawulo ngendlela, nini, okanye kubani ulwabiwo.
  • I-Settlor inokubonelela ngeLeta yeMinqweno kubo bonke ubomi babo, enika iiTrasti ulwazi olongezelelweyo kwiinjongo zeSettlor. Oku kunokuhlaziywa rhoqo. Umzekelo, ukubeka indlela abangathanda ngayo ii-Asethi zeTrasti zisasazwe. Kubalulekile ukuqaphela ukuba iLetter of Wishes iyacenga kodwa ayibopheleli ngokusemthethweni.
  • Njengoko iindidi ezibanzi zabaxhamli zikholisa ukubizwa ngamagama, kwaye kungekho nalinye linamalungelo amiselweyo, iiTrasti zingasebenzisa amandla okukhetha, ukuze zikwazi ukuthathela ingqalelo abo baBabonelelwayo abongezelelekileyo, njengezizukulwana ezizayo.
  • IiTrasti zinengqiqo epheleleyo malunga nokuhanjiswa. Oku kuxhobisa iiTrasti ukuba zithathele ingqalelo iimeko zomntu ngamnye zaBaxhamli, umzekelo, ukulawula iimfanelo zerhafu, ukukhusela abo baXhakelelweyo, ukubonelela ngemfundo okanye unyango njl.
  • Kubalulekile ukuqonda ukuba ngelixa iiTrasti zinolawulo olupheleleyo kwii-asethi zeTrasti, ingeniso eyenziweyo kunye nolwabiwo, izenzo zabo kusafuneka zihambelane neTrust Deed kwaye zihambelane nemisebenzi yazo umz. ukuhlala besenza okona kulungileyo kubaxhamli. .

Ezi mpawu zenza i-offshore Discretionary Trust ibe yintsika Isicwangciso sezindlu kunye nokulandelelana kunye nokhuseleko lwempahla, umzekelo, apho Ii-HNWI kunye neentsapho zabo bafudukela e-UK okanye enye indawo yokulawula uMthetho oQhelekileyo.

Unga funda ngakumbi malunga neendidi ze-offshore Trust ezikhoyo apha.

Kutheni i-Offshore Discretionary Trust isetyenziswa?

IiTrasti zeDiscretionary zisetyenziselwa iinjongo ezahlukeneyo. Ukuhlaliswa kunokubandakanya naliphi na inani leentlobo ze-asethi ezihlawuliweyo, kubandakanywa iMali, iPropati, iZabelo, uMhlaba njalo-njalo.

  • Khuselo lweAset
  • Ucwangciso lwezindlu
  • Ucwangciso lokulandelela
  • Ulawulo loButyebi
  • IMicimbi yoSapho umz. Ukubonelelwa ngeeFizi zeZikolo okanye abaXokelelwayo abasemngciphekweni
  • Ulwakhiwo loShishino umz. IiTrasti zeNzuzo yabaSebenzi okanye iZithuthi zoMhlalaphantsi
  • UCwangciso lweRhafu umz. uCwangciso lwaPhambi kokuFika e-UK
  • Ukuba bucala
  • IZinto zeSisa okanye zokuPhila

Ukonyula iDixcart njengeTrasti yeOffshore Discretionary Trust yakho

I-Dixcart Management (IOM) Ltd inelayisenisi kwaye ilawulwa kwi-Isle of Man, indawo yolawulo eyaziwa kwihlabathi jikelele ngokukhokela iiNkonzo zeTrasti kunye neShishini. Ngaphaya koko, i-Dixcart inikezele ngeenkonzo ze-Isle of Man Professional Trustee kubathengi kunye nabacebisi babo ukusukela ngo-1989. funda ngakumbi malunga nokuba kutheni i-Isle of Man iligunya elikhethiweyo, apha.

Iqela lethu libandakanya iiTrasti ezivunyiweyo, ii-Accountants, iiNgcali zoLawulo kunye nokuThobela nokunye. Ulwazi lwabo ludityaniswe nemigangatho yenkonzo enkulu ithetha ukuba i-Settlors kunye nabacebisi babo banokuqiniseka ukuba iinjongo zabo zezona zibalulekileyo kuthi kwaye zinokuxhaswa kwinqanaba ngalinye.

Qhagamshelana nathi

Ukuba ucinga ngokuseka iTrasti engaphesheya okanye ukutshintsha umboneleli wenkonzo, nceda uqhagamshelane noPaul Harvey eDixcart: ingcebiso.iom@dixcart.com

I-Dixcart Management (IOM) Limited inikwe iLayisenisi yi-Isle of Man Financial Services Authority

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