We provide trustee services for a range of trust solutions that assist clients with the protection of their estate for their nominated beneficiaries. With IHT at 40% and tax receipts each year to HMRC of more than £4.7bn, there are opportunities for advisers and UK clients to utilise trust structures to mitigate exposure to IHT. This includes discounted gift trusts, discretionary trusts and loan trusts.
We work with advisers to provide the trust wrapper which are available at a low fixed initial and annual fee.
For our application process please contact us.
Whether you are an international firm or located on the Isle of Man we will be able to assist you.Mark Schofield, Director
Flexibility is key. We put your requirements first, then deliver outstanding service in everything we doKerry Jones, Senior Manager
In all my years of working with Optimus, they have always conducted themselves in a highly professional and timely manner whilst providing an excellent service to their clientsIndustry Professional, Director
Castletown based Fiduciary and Pension firm Optimus Fiduciaries Limited are pleased to announce donations to three local charities. Through various staff fundraising initiatives, the firm raised £750 which has been split evenly between Bowel Cancer Isle of Man, Manx MSPCA and Age Concern Isle of Man.
Tim Shallcross, Head of Business Development at Castletown based fiduciary and pension group Optimus Limited is to present a key message on the benefits of its new Turkish International Pension Plan as well as why the Isle of Man is a jurisdiction of choice in Istanbul later this week.
Should you wish to make an enquiry please get in touch by using the contact form or by calling our office on +44 1624 695560