TRUSTS
Whether working independently or alongside Clients’ trusted professional advisers, Jáuregui-Hogan can arrange and implement trust and estate services for you.
For corporate trusts, we will assist you in optimising your privacy and shareholding structures. For inter-generational trusts, following a consultation with a Trust and Estate Practitioner and a Chartered Tax Adviser, our corporate trustee, Jáuregui-Hogan Trusts, will undertake every aspect of the administration of the trust, including all dealings with the Revenue Commissioners. In either case, you will be assigned a trust manager who will provide you with quarterly portfolio valuations and bank statements, as well as annual accounts and reports.
WHAT WE CAN DO FOR YOU
Trusts are among the most important and effective tools corporate ownership; but also in estate planning, enabling you to transfer assets during your lifetime, or after your death, in a tax-efficient manner. Our Clients in this sector are families seeking to manage the inter-generational transfer of their wealth. Alternatively, our Clients may be the businessmen or businesswomen who prefer the privacy afforded by trusts; or they might be professional advisers seeking to maximise value to their Clients. Ultimately, our Clients are those who want their assets to be afforded with specialist knowledge and diligent custodianship.
CLIENT PROFILE
Jáuregui-Hogan Trusts is a wholly owned subsidiary of Jáuregui-Hogan; the Officers of which are the same. We have experience of trust administration and we keep abreast of changes to the regulatory landscape to deal promptly and efficiently with any new requirements which may arise. You will have the satisfaction of knowing your affairs are in trusted custody and the beneficiaries of your estate will be reassured to know the arrangements you put in place have been carried out correctly and that all legal obligations have been fulfilled.
OUR APPROACH
SERVICES FOR TRUSTS
TRUST ESTABLISHMENT
TRUSTEE SERVICES
TRUST AND ESTATE PRACTITIONER CONSULTATION
CHARTERED TAX ADVISER CONSULTATION
CHARITABLE STATUS APPLICATIONS
CHARITIES REGULATORY AUTHORITY FILINGS
REVENUE COMMISSIONERS FILINGS
BANK ACCOUNT ESTABLISHMENT
PORTFOLIO VALUATION
ANNUAL REPORTS AND ACCOUNTS
NOMINEE SHARE SUBSCRIPTIONS
SHAREHOLDINGS IN TRUST