Saffery Trust

About Saffery Trust

Describing itself as an independent firm with more than 160 years of heritage, this fiduciary business works from offices in Guernsey, the Cayman Islands, Switzerland and a representative office in Dubai, with a UK connection through a long-standing related practice. It is legally separate from the UK accountancy firm that shares part of its name. Its clients are international families, ultra-high-net-worth individuals, entrepreneurs and family offices, including multi-cultural households with complex estate questions. The firm sets up and runs companies, trusts and private investment funds that sit within wealth structures, and complements them with governance, accounting and multi-jurisdictional tax compliance. Additional specialisms include digital assets, philanthropy, non-standard assets such as art and aircraft, and yacht registration and administration. No prices or working languages are published.

Services

Corporate services cover formation and administration of family investment companies, holding vehicles and asset-owning entities, directorships, registered office and domiciliation, statutory records and compliance. Private investment fund administration includes investor onboarding, NAV production and fund accounting. Accounting offers bookkeeping, management accounts, annual statements and consolidated family reporting. Tax compliance spans Guernsey corporate and personal returns, UK trust and property-related filings, economic substance guidance and FATCA and CRS reporting, with Swiss advice arranged through partners.

• ✓ Company formation: offered
• ✓ Accounting and bookkeeping: offered
• ✓ Tax compliance: offered
• ✕ VAT: not listed
• ✕ Payroll: not listed
• ✕ Audit: not listed
• ✕ Bank account assistance: not listed
• ✕ Residency and visas: not listed
• ✓ Corporate secretarial: offered
• ✓ Virtual office: offered