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.
Optimus Fiduciaries Limited
Optimus provide personalised financial services that include a range of offshore corporate, trust, pension and bespoke global solutions from the Isle of Man. Optimus were incorporated on 1st October 2002 and as a managed owned business their core value is simple:
"Professional, bespoke, efficient director led and client focused service ensuring expectations are met and exceeded."
Optimus have a staff of over 50, encompassing an ideal blend of professionals whose collective desire is to provide a boutique service to their clients globally. Optimus provide a comprehensive range of international corporate and trust services to assist with wealth management.
- Dedicated support phone line and direct access to our technical staff
- 10% discount on all reports