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Services Details

Financial services are the economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card companies, insurance companies, accountancy companies, consumer-finance companies, stock brokerages, investment funds and some government-sponsored enterprises.[1]

Trustee Services

The worldwide use of trusts is now well established. In common usage for centuries in Britain and countries that have legal systems derived from English law, there is now an increase awareness in many, both common law and some civil law, jurisdictions of the trust concept and its advantages. We facilitate the administration of structured discretionary trust vehicles to hold, manage and invest assets for the benefit of the settler.

Trust structures are designed to satisfy many important client requirements which may include the following:

  • Legitimately reduce or eliminate income tax, capital gains tax and estate/ inheritance tax liabilities
  • Preserve the ownership of highly regarded assets such as family companies
  • Provide simple, immediate succession in the event of death
  • Maintain anonymity and discretion without complex estate and probate formalities
  • Provide clear, structure ownership of an asset/assets by multiple investors
  • Be a sustainable, structured environment for charitable provision
  • Manage liability where an activity or the ownership of an asset involves significant risk

Company Secretarial & Directorship

Park Circle Trust, as part of an overall in-house legal entity or external investment instrument, can provide qualified expert services to represent a party's interest on an executive board in the capacity as officer (Secretary) or Director.

In conjunction with these services, we provide corporate administration services to special purpose vehicles and holding companies used by funds to hold their investments.

Such services include:

  • In-house bookkeeping and accountancy services
  • Co-ordination of Board Meetings and compliance of agendas for circulation
  • Independent directors
  • Effective offshore management and control

Trust Accounting

Accounting is a core element to many of the services we provide that we are equipped to handle all of the key accounting functions, including collection of financial information, recording and storing financial information, aggregating and organizing financial information and presenting and reporting financial information. Our dedicated client accounting staff is resourced to provide a full accounting service.

Our client accounting report system is designed to be tailored to each client's specific needs. It is supported with a modern IT environment that is supported and monitored 24 hours each day by support stuff; guaranteeing that your business stays that way.

Nominee Facilities

We provide the ability for clients to structure and transfer assets using our brand name to preserve their anonymity while at the same time maintain control through the establishment of a nominee facility.

Tax Consulting

This is the bedrock which built and sustains EDT over our 35 year history. We take pride in our ability to provide clients with complex tax problems palatable solutions that are tailor-made and can be executed using a buffet of in-house resources.

We specialize in developing mechanisms for the effective structuring of investments of all kinds, taking into account the drive for tax efficiency, simplicity and consolidation into effective methods of buying, holding and selling assets. Whether the asset is a business,
private equity investment, art collection, intellectual property, or otherwise, we devise implement and administer structures of all kinds for such purposes.

Estate Planning

The natural order of life dictates that high net worth clients maintain an orderly succession plan. EDT can offer estate planning to cover a broad range of incidentals. A successful ownership strategy can increase the chances of preserving your wealth or capturing i as it is created, providing clarity around your affairs and a clear succession plan, leaving you to enjoy the fruits throughout your life.

The right strategy with ongoing assessment and adjustment (where necessary) is key and EDT works draw together the requisite expertise across disciplines to provide co-ordinated, client focused solutions, including:

  • Creating a will

    Limiting estate taxes by setting up trust accounts in the name of beneficiaries Naming an executor of the estate to oversee the terms of the will

  • List of wishes

    Setting up durable power of attorney (P0A) to direct other assets and investments