We will advise you on the most appropriate trust structure that best serves you and your family’s intentions.
Trusts can be established either during a client’s lifetime or as part of a Will. We have experience in establishing Trusts in both circumstances and managing the Trust to fit in with your wishes. We have a wide range of trusts we manage, with a broad and diverse range of assets. We are used to dealing with beneficiaries in multiple jurisdictions and liaising with their professional advisors.
We understand the trust a client places in their Trustees, and this is not a responsibility we take lightly.
Service Contact: Barry McCarney, Hazel Knowles, Samantha Partridge
CM Trust offers a fully managed suite of corporate services. We undertake company formations and we apply our many years of experience acting as the Officers of client companies to the affairs of each entity, with all activities of the company managed by our teams.
Unlike other firms, our business is supported by qualified and trainee accountants at different stages of their qualification, which ensures each client team administers all aspects of your business and you have a dedicated service team.
We have strong contacts with local banks and can proceed to open bank accounts, register for VAT and set up the company as an employer if required.
Service Contact: Amy Slee, Denise Harris, Tom Haworth
With the global landscape for tax regulations and compliance constantly evolving, our team invests considerable time in keeping up to date with changes and any potential impact on your affairs.
Whether you are a multi-national company, a small firm, or an individual client, we will ensure that you receive the most up-to-date guidance and advice that is appropriate to you.
Service Contact: Blair Kelly, Hazel Knowles, Samantha Partridge
We can prepare a detailed plan to ensure that the transfer of your wealth is undertaken in a structured and efficient manner. We can manage all aspects on your behalf. This can include transfer of business interests and existing assets and investments, and the implementation of any philanthropic wishes and family legacy considerations. We understand such decisions can take time, and we can talk you through the various options so you can make an informed choice that you feel confident in.
Service Contact: Blair Kelly, Hazel Knowles, Samantha Partridge
Our extensive experience creating and delivering solutions for clients around the world means you can count on the CM team to help you navigate the complex and sensitive issues relating to the management of your family’s financial matters, whatever they may be.
Our approach recognises that every client is unique and brings different needs and requirements for our attention. The CM team excels at tailoring its style to reflect these unique needs – we don’t simply apply an ‘off-the-shelf’ standard solution forced to fit each client.
Clients appreciate being able to access their dedicated team quickly and efficiently. This helps us to reinforce the trusting relationship with our clients which is the bedrock of our service.
Service Contact: Barry McCarney, Hazel Knowles, Denise Harris
We have helped to relocate many families to the Isle of Man. Our team can support you with any lifestyle needs that will facilitate your smooth relocation to the Island. We are incredibly well connected within the Island’s community and our support can incorporate a wide range of assistance; from dealing with estate agents on a property purchase, through to assisting with the search for healthcare, schools etc.
On arrival we can arrange to register you for tax and assist with any other business needs you may have, such as incorporating companies, registering as an employer or VAT registration. We will be here to guide you through your move step by step.
Service Contact: Denise Harris, Tom Haworth, Samantha Partridge
CM Trust can facilitate the management and administration involved with the ownership of private/corporate jets and yachts. We can arrange the most appropriate individual ownership structure for these high-value assets and will work with the Isle of Man’s regulatory bodies to register the asset for you in the Isle of Man or elsewhere.
The Isle of Man Aircraft Registry is widely regarded as one of the best in the world and specialises in the registration of private and corporate jets.
Some of the world’s largest superyachts are registered in the Isle of Man. The Isle of Man’s Ship Registry is renowned as one of the best maritime registers in the world. It is committed to the application of high standards with a practical and pragmatic approach to regulation.
Service Contact: Amy Slee, Denise Harris