Fidelitas Corporate

Practical Uses of Offshore Foundations

Private relationship: For example, the Founder’s wishes are not publicly registered
Wealth protection
Recognised in all common and civil law jurisdictions
Holding assets which can be passed on from one generation to the next (estate planning)
Inheritance tax planning
Avoidance of forced heirship rules
Maintenance of corporate control
Separation of voting and economic benefits
Employee share option schemes
Pension funds
Art collections
Charitable purposes
An important tool in international income, capital gains and estate tax planning
Used by corporations for employee benefit plans, retirement and stock option schemes, insurance plans and special financing arrangements

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What assets can be held by an Offshore Foundation?

Shares and stocks in both quoted and private companies
Investment portfolios
Real and intellectual property
Bank deposits
Life assurance policies
Most other types of asset

Offshore Foundations for Individuals

A Foundation is the solution for individuals who:

Want to preserve their wealth against uncertainty; either political, economic or family related
Want to transfer wealth to their heirs in a tax-efficient manner. They want to plan their estate to maximise the benefits of their wealth for family members and others
Want to transfer wealth to their heirs in accordance with their wishes and not in accordance with the laws of the country where they live
Want to consolidate the ownership of assets owned throughout the world in one location
Want centralised reporting
Want to minimise or eliminate estate taxes arising on the death of the Founder