Trust and Estate Planning Panel

Following the launch of QTEPS ( Qualified Trust and Estate Planning Service) a panel of trust providers across a number of different jurisdictions has been developed. The QTEPS panel will be made up of a range of standard solutions to include all of the most commonly used trusts such as discounted gift trust, discretionary trust and loan trust . These trusts will be available at a low fixed initial and annual fee. The documentation for each of these solutions has been prepared in a concise, easy to understand way so that they can easily be explained to clients. Each of the trusts will include trustee services from a professional trustee. All of the trust providers on the panel will be able to provide more bespoke solutions at additional cost.

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  Abacus Financial Services Limited

  Abacus Financial Services Limited, are part of the The Abacus group of companies, who are regulated by the Gibraltar Financial Services Commission. Abacus serve a sophisticated global client base, ranging from individual private clients to large multinational corporations. Abacus believe that their success is embedded in their client centric approach and commitment to build long term relationships with clients and intermediaries to create innovative and compliant solutions.
  
  The majority of the Abacus team are qualified accountants, lawyers and bankers, and many are also either STEP or ICSA qualified. Abacus understand that the financial industry and its regulatory environment is constantly changing and evolving and continuously update their technical knowledge and expertise to remain at the forefront of current developments
  
  Abacus are an established trust provider and can provide all of the services required for the formation and administration of trusts.