Personal Wealth Preservation

At Castle Trust we have a team of dedicated professionals who are able to assist you and co-ordinate and implement your requirements, through our own offices and specialist network of associates. If necessary we can offer our professional knowledge guiding you to the correct jurisdiction.

Please see below some personalised services we can assist you with:

  • Inheritance planning/Estate planning this would include use of trusts, companies and other vehicles to hold and distribute assets
  • Investments catered for your needs in a tax efficient manner
  • Pension planning, including personal pensions and pension transfers
  • Professional assistance to enhance and grow your retirement savings
  • Residency applications and administration services

Contact Us

Please contact us for a free consultation. We will simplify and co-ordinate and assist your needs for your existing portfolio. For more information about our corporate wealth preservation services, please click here.

Disclaimer: This website contains general information only, without any warranty that the content is accurate, complete or fit for a particular purpose. It does not constitute professional advice. The Castle Trust Group does not accept any responsibility for loss which may arise from reliance on information contained in this website and recommends that for a specific matter a suitable professional is consulted.