Services

In order to protect your wealth it is necessary to change the environment in which it is held and in which it grows and then passes to the next generation. The wealth needs to be transferred into tailored tax-protected trusts, through the use of relevant statutory reliefs without triggering a tax event or falling foul of the Government's tax avoidance legislation. Every case requires its own special tailored treatment when undergoing this transition but in very general terms:

1	For pension wealth; a tax exempt employer company is created of which the client is a director. The pension wealth is paid over to that tax exempt employer company, tax free by statute. The client now has free use of that former pension wealth - investment can be anything the client wishes.

2	For personal assets; these are transferred, tax free, into a new company. The new company then transfers the assets to a Minerva Trust, again tax free by statute.

3	For personal assets; for overseas assets a special mortgage structure is created so that the economic value of those assets passes tax free into a Minerva Trust.

4	For company assets; these are moved into another type of Minerva Trust, in much the same way as in (2) above, again tax free by statute.

5	For Company Profits; a different type of Minerva Trust is used where the company’s gross profit or any other corporate gain is removed into a tax free environment but which in doing so also provides the company with a useful tax deduction - again achieved tax free by statute.

6	For private shares; these are transferred into a Minerva shares trust; this transfer is tax free and leaves the shares outside of taxation in future.

No one at any stage has placed any charge or mortgage over the Trust Assets (unless these are overseas). The assets remain in their present state, able to interact with the outside world but totally tax protected and unencumbered, inviolate and secure..... and growing in value, tax free.