We are able to form and administer various different types of entity and arrangement and can provide guidance on which of these might suit a client’s needs and aspirations.
A Trust is a flexible legal arrangement, often established to safeguard and enhance an individual's wealth for future generations.
Invicta is licensed to act as a Professional Trustee, giving those who are to benefit from the Trust confidence that their assets are being diligently maintained and administered. A Trust can act as a focal point from which other entities can be incorporated and assets acquired.
All assets are held in the name of the Trustee
A Trust can endure from one generation to the next allowing the wealth to flow to who needs it
A Trust is much more adaptable to a client’s needs than a corporate entity
Although there are substantial reporting obligations on a Trustee in accordance with international law and regulation, there remains real benefit to maintain assets in the trust
Over £1 Billion
Assets under Administration
Invicta is licensed to incorporate and administer companies.
It has the knowledge and understanding required to give each company, that it administers, substance and, through access to Invicta’s legal and accounting professionals, the capacity to engage in complex issues and take material decisions.
Internationally compliant jurisdiction
Guernsey companies and their integrity and standing are well regarded by international financial institutions and governments. Guernsey is on the EU’s ‘white list’
Modern, flexible law
Guernsey company law allows for substantial flexibility in administration
Access to financial services
Guernsey is well served by banks, lawyers and accountants which provide a service to an internationally accepted standard
A practical company registrar
Guernsey’s company register is fully electronic with the ability to carry out incorporations of new companies in an hour
combined Fiduciary Experience
An individual (a ‘Founder’) may apply a portion of his or her wealth to a Foundation.
That Foundation will have a Councillor (or Councillors) who are responsible for administering the Foundation’s wealth for the benefit of the beneficiaries of the Foundation, subject to its Charter and Rules. Invicta is licensed to act as a professional Councillor and to administer the assets subject to the Foundation for the benefit of the beneficiaries.
Recognised in Civil Law jurisdictions
Unlike Trusts, Foundations are well known to Civil Law jurisdictions and consequently often do not suffer from the same limitations as Trusts
Separate legal personality
A Foundation has a separate legal personality, making it able to enter into legal arrangements in its own capacity (unlike a Trust)
Client involvement in the decision-making
A client can be appointed as either a second Councillor or a Guardian and therefore be granted certain decision-making powers in respect of a Foundation
Classes of beneficiaries
Where a Founder wants certain individuals to be capable of immediate benefit with others only to benefit in the medium to long term, that Founder can classify a beneficiary as ‘enfranchised’ or ‘disenfranchised’ to formalise this position