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Jersey
"Jersey trust provided the succession planning and tax efficiency our family required. Trustee expertise and legal certainty justify the premium positioning."
Trust Structures
- Leading global jurisdiction for trust structures (centuries of trust law expertise)
- Used extensively for family wealth preservation, succession planning, UK inheritance tax planning
- No inheritance tax on assets held in properly structured Jersey trusts (critical for UK domiciled/resident individuals planning estates)
- Flexible trust law: reserved powers trusts, purpose trusts, charitable trusts
- Strong asset protection framework (creditor claims difficult if properly settled)
- Professional trustee sector world-class (banks, trust companies, family offices)
- Integration with Jersey or international corporate structures
Company Formation & Tax
- Private company limited by shares standard structure
- 0% corporate tax for most companies (10% for financial services companies with Jersey economic substance, 20% for certain utilities)
- No capital gains tax, no inheritance tax, no VAT
- Personal income tax 20% flat rate (marginal relief for lower earners, effective rates lower)
- Fast incorporation, strong corporate governance framework
- Popular for holding companies, fund structures, family office platforms, trading companies with substance
Private Wealth & Banking
- Major private banking center (HSBC Jersey, Barclays, UBS, numerous others)
- Deep expertise in wealth structuring, custody, discretionary management
- Strong regulatory framework (Jersey Financial Services Commission)
- OECD/UK compliant: automatic exchange of information, beneficial ownership transparency to authorities
- Preferred jurisdiction for UK HNW families (proximity, legal familiarity, IHT planning)
- High-quality professional services (lawyers, accountants, fiduciaries among world's best)
Practical Considerations
- British Crown Dependency (self-governing, UK responsible for defense/foreign affairs)
- Political stability, rule of law, sophisticated legal system
- English-speaking, English common law (with Jersey customary law overlay)
- Close proximity to UK (1-hour flights to London)
- High cost of living and operating (premium jurisdiction, expensive real estate)
- Small island (pop. ~105,000), limited domestic market
- Quality of life excellent (safe, scenic, good schools/healthcare)
- Ideal for: family trusts, HNW estate planning (especially UK-connected), private banking, sophisticated wealth structures
Work With Us
Take Control of Your Global Wealth and Legacy
We connect you with professionals who build structures that work, across borders, under scrutiny, and built to last.
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Important Notice: Aventarys Group connects clients with licensed third-party professionals. We do not provide legal, tax, accounting, or financial advice. All services are delivered by independent licensed providers. Clients should consult their own legal and tax advisors before making any decisions.
