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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  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.