Wealth

Wealth Succession

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Wealth Succession

If you have substantial assets, you'll want to safeguard your wealth now and for the future. At Vistra, we recognise that individuals face differing personal and family business situations, so we take the time to understand your individual requirements and aspirations for the future. We will then coordinate tax and legal advice to ensure existing and new asset structures are relevant and compliant. ​

Our bespoke succession planning solutions include: ​

  • Discretionary trusts, reserved powers trusts, life interest trusts,  charitable trusts, VISTA trusts and purpose trusts ​
  • Foundations – for charitable, private wealth holding and business interests ​
  • Private managed companies – for asset holding, residential and commercial  properties, artwork and valuables, and private trust companies ​
  • Professional trust protector services ​
  • Ongoing compliance monitoring, administration and accounting support.

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