Services
Structuring and administration, not advice.
Heritage specialises in the design, formation, management and administration of international structures. The list below is a map of the public service areas, not a set of product promises.
Three routes through the work.
01
Planning and succession support
Structuring support connected to estate, succession, insurance and expatriate planning needs — always subject to independent advice.
02
Fiduciary administration
Management and administration of international structures, with a Mauritius platform and responsive client service.
03
Corporate and investment structures
Formation and administration support for companies, funds, property-holding vehicles and related cross-border arrangements.
All services
Each title is drawn from Heritage’s published service list. Open a page for a careful description of the administration work involved.
- 01International tax and estate planning02International fiduciary services
- 03Cross-border trade and investments04Structured insurance solutions
- 05Investment fund setup / admin06Property ownership structures
- 07Corporate structuring08Asset-for-share swaps
- 09Intellectual property protection10Expat solutions
Suggested reading
International tax and estate planning
Planning support for international wealth, estate structuring and succession needs.
Open this serviceThis guide is educational only. It does not recommend a structure, product or jurisdiction, and it is not tax, legal or investment advice. Heritage will confirm the appropriate service route after reviewing your enquiry.
Start with a focused enquiry.
Heritage Fiduciary Services Ltd provides an execution-only service in facilitating the provision of company and trust structures and does not give investment, legal or tax advice. Any structure should be confirmed against the client’s facts and independent professional advice.
