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📢 OCRA Worldwide is now Acclime. Read about the transition here.

Offshore trust formation & trustee service.

Preserve your wealth and take control of your assets through the establishment of an offshore trust with Acclime. Our licensed trust and trustee companies offer a comprehensive suite of services designed to meet your unique needs.

Offshore trust formation & trustee service

Establish and administer your offshore trust with confidence.

Independence

Acclime is free from conflicts of interest, always prioritising your and your beneficiaries’ best interests.

Proven experience

With over 40 years in trust services, we offer unwavering stability and a commitment to excellence.

Accessible value

Our competitive fees provide a cost-effective path to trust formation, even for moderate wealth portfolios.

Complete offshore trust services

Everything you need to set up and manage your offshore trust.

Offshore trust services involve more than mere administration; they demand judgment and expertise due to the complexity of trust law. Our global offices possess the legal and accounting infrastructure to ensure professional excellence in setting up and managing trusts on your behalf.

  • Bespoke trust establishment

    Tailored solutions for the seamless creation of your offshore trust.

  • Trusteeship & related services

    Entrust us with the responsibilities of trusteeship, ensuring meticulous management of your trust assets.

  • Administration of trust funds

    Expert handling of trust fund administration, ensuring compliance with legal and financial requirements.

  • Trust accounting & asset ledger maintenance

    Stay informed with transparent trust accounting and detailed asset ledger maintenance.

  • Reporting & filing

    We handle all reporting and filing requirements with precision, keeping you in full compliance.

  • Advice & guidance

    Benefit from our experienced team’s valuable advice and guidance throughout the trust formation and administration process.

Talk to an expert

FAQ

Common questions & answers.

What is an offshore trust?

A fiduciary structure such as an offshore trust can help to preserve wealth and offers a great deal of flexibility over the management and distribution of your assets.

The most widely used vehicle for asset protection is the trust. A trust is able to hold a variety of assets including immovable assets, stocks and shares, investment products, real and intellectual property, bank deposits and life insurance policies.

A trust is a binding arrangement where assets are transferred to a trustee, who administers them for specified beneficiaries according to trust terms.

An offshore trust is created when assets are transferred to a trustee. The trustee becomes the legal owner and is responsible for managing the assets and distributing them to the beneficiaries of the offshore trust (which could include the person or corporation which transferred the assets to the trustees) in accordance with the terms of the Trust Deed.

The terms on which the trustees administer the trust assets are detailed in a trust deed and trust legislation to govern trusts has been enacted in many common law jurisdictions.

Who should use a trust?

A trust is the solution for individuals who want to:

  • Preserve their wealth against uncertainty, political, economic or family
  • Transfer wealth to their heirs in a tax-efficient manner
  • Plan their estate to maximise the benefits of their wealth for family members and others
  • Transfer wealth to their heirs in accordance with their wishes and not in accordance with the laws of the country where they live
  • Consolidate the ownership of assets owned throughout the world in one location
  • Centralised reporting
  • Minimise or eliminate estate taxes arising on the death of the settlor

When a trust is established in a suitable offshore jurisdiction, provided that residents of the offshore jurisdiction are excluded from receiving benefits from the offshore trust, then there will be no local taxes applicable to the assets and income of the trust.

Ready to get started?

Secure your assets and family wealth with an offshore trust.

Is Acclime right for you?

Schedule a discovery call to discuss your offshore business.

You will be talking with one of our experts.