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Trusts & Foundations FAQ

Trusts and foundations for expats—Frequently Asked Questions

Trusts and foundations for expats are a good way to protect the assets you invest in for the benefit of your  beneficiaries. They can enhance the effectiveness of your financial planning and may reduce your inheritance tax liability. Pryce Warner has many years of experience in establishing and managing trusts and foundations for expat clients. If you have any questions not covered in the FAQs below, don’t hesitate to get in touch and speak to one of our expert advisors.

What is a loan trust?
Isn't it enough to have a will stipulating who receives my assets?
What are the reasons for considering a trust?
How will inheritance tax affect the value of my estate?
As I'm still relatively young, do I really need to think about inheritance tax yet?
How long is it before I lose my UK domicile after moving abroad?
What if my circumstances change or I want to change the beneficiaries or trustees?
Who might have a claim on my assets if I don't properly prepare my estate?
If I set up a trust, do I still get to say who gets which of my assets, and when?
I have worked with a number of investment management groups and have not always been impressed with their investment performance & level of service. With Pryce Warner International Group it has been a completely different story and I have finally found the results and personal service I was looking for. Having PWI managing my assets has given me true ‘peace of mind’ , excellent performance & results allowing me to concentrate on my business and what I do best.Monte Carlo, Monaco & London, UK.

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