Offshore trusts have been growing steadily as the gold standard for asset management and shielding from taxation.  In the recent years, however, these reasons have been surpassed by an even greater need.  Globalization has sparked a need for a locus that connects and facilitates international trade and investment in booming new economies and markets.  Offshore accounts offer an easy solution to these markets, and establishing a tax neutral trust grants one access to this larger playing field.

In order to set up an offshore trust, an investor, or 'settlor' as they are legally referred to, places owned assets into the hands of a third party, who is referred to as the 'trustee'.  These assets can take a wide variety of forms, such as stocks, shares, portfolios, insurance policies, real property or deposits of nearly any type.  The trustee is granted legal ownership of the assets, and charged with their management and distribution.  The terms that outline how the trust will be managed are outlined in a trust deed and governed by legislation relevant to common law jurisdiction.

We pride ourselves on providing you with trustworthy account establishment and access.  Whether you represent yourself or a separate business, setting up trusts in New Zealand with World Energy Capital OFC - A World Energy Holdings Affiliate, on your side garners many benefits.  In today's markets, especially in rapidly emerging ones such as the energy sector, growth can come quickly.  Protection from capital gains is a plan well made.  Securing a safe harbor for investment capital and access to emerging markets with decreased scrutiny and exposure are other benefits that only begin to graze the surface of why offshore is the right choice for modern equity construction.

Investing with World Energy Capital OFC - A World Energy Holdings Affiliate,
places you solidly on the path to wealth accumulation.  Besides the generalized benefits of establishing a trust listed above, please take note of the following specific key features of our chosen New Zealand jurisdiction
 

We realize that the Settlor/Trustee relationship is not one to be taken lightly and we want you to be apprised of the latest information available.  Below are more relevant need-to- know details of establishing a trust with World Energy Capital OFC - A World Energy Holdings Affiliate.

The assets of the trust can be anything other than a property situated in the jurisdiction or any shares, debentures, or any interests in any body incorporated under the law of a country other than jurisdiction or an International Business Company or another International Trust.

An International Trust is exempted from local taxation subject to the above.

There is no requirement to file financial statements, but a trust must keep records to reflect its financial position.

The minimum number of Trustees is one, and must be a licensed Trustee in the jurisdiction.

An identifiable and ascertainable beneficiary has to be defined on creation of a trust. However beneficiaries can be added and excluded at any time by the Trustees. A settlor or trustee may also be a beneficiary but shall not at any time be the sole beneficiary of the Trust.

Discretionary, Charitable, Purpose

After completing the documents required for a Trust, a declaration by the Trustees is to be made to the authorities confirming that the settlor is not resident of the jurisdiction, the Trust property does not include immoveable property situated in the jurisdiction and the Trust qualifies as an International Trust.

English or French. If any other language is used it must be accompanied by a translation in either English or French.

Yes, must be licensed in the jurisdiction.