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Offshore Financial Services

Our offshore financial services are ideal for UK-based relatives of long-standing South African clients or those returning to South Africa after working abroad. Our offshore financial services include:

  • Direct offshore investments using either offshore allowances or, where these have been fully utilised, additional offshore transfers through negotiated asset swaps.
  • Offshore portfolio management of funds held in overseas jurisdictions
  • Estate planning and tax guidance, including offshore trust formation, administration and offshore wills.

Personal Trust Isle of Man (IoM) is a wholly owned subsidiary of Personal Trust. Whilst registered in the Isle of Man, our representative office is situated in Buckinghamshire, 30 minutes west of London. Our office’s close proximity to the city enables us to service our London clients with ease and efficiency. to contact Nicola Taal who runs the UK office.

Need more information?

Contact us to discuss your individual circumstances.

Need more information?

Contact us to discuss your individual circumstances.