Fiduciary Services

  • Estates
  • Wills
  • Trusts
  • Personal Taxation
  • Family Estate Planning

The aim of estate planning is to preserve family wealth. This means that your financial affairs need to be in order so that your estate is well structured, easy to wind up and incurs no unnecessary estate taxes.

At Carlsson Fiduciary Services we assist you with the setting up of your Will in the correct manner and a Family Trust structure, if required. We also assist you with personal and trust tax submissions and finally, after your death, we can execute your estate in the quickest, most efficient manner possible.

Internationally, we also provide the full offshore Trust and Company formation for clients with international assets. We have associates in Switzerland, Isle of Man, Guernsey, Jersey, Cyprus and Mauritius.