Employee Benefit Trust

Key Features

  • Suitable for expatriates, dual residents, foreign nationals and residents (Subject to approval)
  • Benefit program is non-vested, which means the savings do not have to be reported
  • Internationally portable
  • Plan proceeds paid out gross
  • Assets held in the Trust grow tax free
  • Contributions can be via salary, income, fee or commission sacrifice
  • Able to add Ad-Hoc and regular payments
  • Multi-Currency
  • Liquid investments can be transferred in
  • A structured allocation to investments accessing a broad range of asset classes
  • No limit on contributions
  • Low minimum contributions
  • Full flexibility on payments out
  • No minimum age to receive regular income
  • No tax filings
  • All tax is deferred until payments sent
  • Beneficiaries can be changed at any time
  • No probate on demise of beneficiaries
  • Inaccessible to creditors
  • Suitable for Civil Law jurisdictions

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