Print Share

Trust planning

We want to make writing trust business as easy as possible - from guiding your clients to choose and set up the right trust for their needs, to understanding local laws and obtaining the right trust paperwork.

A trust can be an indispensable financial planning tool, both helping your clients mitigate tax and giving them control over how and when wealth is distributed. It can be a powerful solution when used alongside an offshore bond, which can be held as an underlying asset of the trust.

Get started with our five step programme to help you understand trusts, choose the right solution for your client, and continue to build your knowledge.

Step 1 build a basic understanding of trusts

Read our guide to trusts and watch our video.

Find out more

Step 2 view our trusts

We offer a wide range of trusts to suit your clients' needs.

Find out more

Step 3 learn about our trust company

Consider appointing our independent trust company to deal with the assets of the trust.

Find out more

Step 4 find the right trust and paperwork

Use our 'Trust decision tree' and 'Trust form finder' to find the right paperwork.

Find out more

Step 5 read articles from our trust experts

Supplement your knowledge on trusts with articles from our experts.

Find out more

Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.